Simplicity Wealth,LLC's ownership history for SPY

Simplicity Wealth,LLC currently holds 4.8K shares with a market value of $3.3M. It started holding SPY on 2024-09-30. At its peak, it held 16.1K shares on 2024-09-30. Its highest holding value was $9.3M on 2024-09-30. At its lowest, it held 4.8K shares on 2025-12-31, with a value of $3.3M on 2025-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 6.2K. In the recent year, Simplicity Wealth,LLC has decreased its shares by 10.5K.