Simplicity Wealth,LLC's ownership history for WFC

Simplicity Wealth,LLC currently holds 69.4K shares with a market value of $5.8M. It started holding WFC on 2024-09-30. At its peak, it held 102.2K shares on 2025-06-30. Its highest holding value was $8.2M on 2025-06-30. At its lowest, it held 19.4K shares on 2024-12-31, with a value of $1.4M on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 18.3K. In the recent year, Simplicity Wealth,LLC has increased its shares by 29.1K.