Simplicity Wealth,LLC's ownership history for XLY

Simplicity Wealth,LLC currently holds 8.6K shares with a market value of $1.0M. It started holding XLY on 2024-09-30. At its peak, it held 11.2K shares on 2025-06-30. Its highest holding value was $2.4M on 2025-06-30. At its lowest, it held 4.2K shares on 2024-09-30, with a value of $849.3K on 2024-09-30. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 2.6K. In the recent year, Simplicity Wealth,LLC has increased its shares by 4.4K.