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Simplicity Wealth,LLC

Position in CEF — CEF ETF

CIK 1913243 SUMMIT, NJ

All Filings in CEF

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,835,413 45,623
2026-03-31 $1,515,539 31,759
2025-12-31 $1,262,385 27,563
2025-09-30 $866,801 23,625
2025-06-30 $2,235,767 74,278
2025-03-31 $2,642,300 93,006
2024-12-31 $1,132,401 47,660
2024-06-30 $128,364,758 5,821,531
2024-03-31 $120,458,198 5,922,232