Connecticut Wealth Management, LLC's ownership history for SDY

Connecticut Wealth Management, LLC currently holds 22.1K shares with a market value of $3.2M. It started holding SDY on 2025-03-31. At its peak, it held 39.0K shares on 2025-03-31. Its highest holding value was $5.3M on 2025-03-31. At its lowest, it held 22.1K shares on 2026-03-31, with a value of $3.1M on 2025-12-31. In the recent 180 days, Connecticut Wealth Management, LLC has decreased its shares by 178. In the recent year, Connecticut Wealth Management, LLC has decreased its shares by 16.9K.