Ellis Investment Partners, LLC's ownership history for SDY

Ellis Investment Partners, LLC currently holds 4.0K shares with a market value of $586.9K. It started holding SDY on 2024-09-30. At its peak, it held 4.2K shares on 2025-06-30. Its highest holding value was $595.1K on 2024-09-30. At its lowest, it held 4.0K shares on 2026-03-31, with a value of $554.8K on 2024-12-31. In the recent 180 days, Ellis Investment Partners, LLC has decreased its shares by 179. In the recent year, Ellis Investment Partners, LLC has decreased its shares by 187.