Simplicity Wealth,LLC's ownership history for TFC

Simplicity Wealth,LLC currently holds 11.5K shares with a market value of $523.7K. It started holding TFC on 2025-06-30. At its peak, it held 14.6K shares on 2025-06-30. Its highest holding value was $627.4K on 2025-06-30. At its lowest, it held 11.5K shares on 2025-09-30, with a value of $523.7K on 2025-09-30.