Simplicity Wealth,LLC's ownership history for XLC

Simplicity Wealth,LLC currently holds 32.7K shares with a market value of $3.9M. It started holding XLC on 2024-09-30. At its peak, it held 48.5K shares on 2025-06-30. Its highest holding value was $5.3M on 2025-06-30. At its lowest, it held 10.1K shares on 2024-12-31, with a value of $982.1K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 6.1K. In the recent year, Simplicity Wealth,LLC has increased its shares by 13.2K.