Simplicity Wealth,Llc MANAGED PORTFOLIO SERIES Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025
Number of Shares
18,808
Previous 12,623 49.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
6,185 Added 49.0%
18,808 $0
Q1 2025

Apr 14, 2025
BUY
N/A
12,623 New
12,623 $0
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email