Simplicity Wealth,LLC's ownership history for WELL

Simplicity Wealth,LLC currently holds 3.7K shares with a market value of $738.6K. It started holding WELL on 2025-09-30. At its peak, it held 3.7K shares on 2026-03-31. Its highest holding value was $738.6K on 2026-03-31. At its lowest, it held 2.8K shares on 2025-09-30, with a value of $495.9K on 2025-09-30. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 952.