Simplicity Wealth,LLC's ownership history for WSO

Simplicity Wealth,LLC currently holds 1.2K shares with a market value of $399.0K. It started holding WSO on 2025-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $399.0K on 2025-12-31. At its lowest, it held 617 shares on 2025-09-30, with a value of $249.5K on 2025-09-30.