Back to CRD-B

Simplicity Wealth,LLC → CRD-B

Simplicity Wealth,LLC CRD-B Position History

Crawford & Company • Insurance

Quarters held
1
Latest value
$233K
Q3 2026
Peak value
$233K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$233K18.7K——

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