Simplicity Wealth,LLC's ownership history for USFR

Simplicity Wealth,LLC currently holds 10.4K shares with a market value of $523.0K. It started holding USFR on 2024-09-30. At its peak, it held 10.4K shares on 2025-09-30. Its highest holding value was $523.0K on 2025-09-30. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $301.7K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 1.6K. In the recent year, Simplicity Wealth,LLC has increased its shares by 4.4K.