Simplicity Wealth,LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1913243
SUMMIT, NJ
All Filings in CWI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,476 | 16,830 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $509,991 | 13,938 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $493,361 | 13,735 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $465,099 | 13,319 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $829,955 | 25,412 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $354,131 | 11,972 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $361,475 | 11,875 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $665,228 | 23,498 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $625,027 | 22,008 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $350,005 | 12,944 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $233,293 | 9,373 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $240,422 | 9,201 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||