Simplicity Wealth,LLC's ownership history for TFC

Simplicity Wealth,LLC currently holds 13.8K shares with a market value of $636.1K. 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 $636.1K on 2026-03-31. At its lowest, it held 11.5K shares on 2025-09-30, with a value of $523.7K on 2025-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 2.4K.