Brio Consultants, LLC's ownership history for SDY

Brio Consultants, LLC currently holds 1.5K shares with a market value of $215.2K. It started holding SDY on 2024-09-30. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $216.0K on 2024-09-30. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $201.5K on 2024-12-31. In the recent 180 days, Brio Consultants, LLC has increased its shares by 11.