Simplicity Wealth,LLC
Holdings in WTI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,741 | 20,087 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $40,209 | 22,093 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $100,833 | 61,111 | Shares | Sole | 2025-07-22 |
| 2024-06-30 | $62,252 | 29,090 | Shares | Sole | 2024-07-10 |