Simplicity Wealth,Llc MANAGED PORTFOLIO SERIES Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025
Number of Shares
12,342
Previous 18,808 34.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
N/A
-6,466 Reduced 34.38%
12,342 $0
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
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