EXENCIAL WEALTH ADVISORS, LLC's ownership history for SDY

EXENCIAL WEALTH ADVISORS, LLC currently holds 1.6K shares with a market value of $217.2K. It started holding SDY on 2024-09-30. At its peak, it held 2.9K shares on 2024-09-30. Its highest holding value was $416.1K on 2024-09-30. At its lowest, it held 1.6K shares on 2025-06-30, with a value of $210.5K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 258. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 1.4K.