Simplicity Wealth,LLC's ownership history for SDY

Simplicity Wealth,LLC currently holds 10.1K shares with a market value of $1.4M. It started holding SDY on 2024-09-30. At its peak, it held 16.3K shares on 2025-06-30. Its highest holding value was $2.2M on 2025-06-30. At its lowest, it held 3.3K shares on 2024-09-30, with a value of $439.0K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 6.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 6.7K.