Simplicity Wealth,LLC's ownership history for XLP

Simplicity Wealth,LLC currently holds 18.2K shares with a market value of $1.4M. It started holding XLP on 2024-09-30. At its peak, it held 24.3K shares on 2025-06-30. Its highest holding value was $2.0M on 2025-06-30. At its lowest, it held 7.9K shares on 2024-09-30, with a value of $654.0K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 6.1K. In the recent year, Simplicity Wealth,LLC has increased its shares by 10.3K.