Bernardo Wealth Planning LLC's ownership history for SDY

Bernardo Wealth Planning LLC currently holds 2.4K shares with a market value of $330.2K. It started holding SDY on 2024-09-30. At its peak, it held 2.4K shares on 2024-09-30. Its highest holding value was $330.2K on 2025-09-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $320 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 0. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 0.