Bernardo Wealth Planning LLC's ownership history for HDV

Bernardo Wealth Planning LLC currently holds 20.1K shares with a market value of $2.5M. It started holding HDV on 2024-09-30. At its peak, it held 25.7K shares on 2024-09-30. Its highest holding value was $2.5M on 2025-03-31. At its lowest, it held 20.1K shares on 2025-09-30, with a value of $2.4K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 243. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 5.6K.