Forbes Financial Planning, Inc.'s ownership history for SDY

Forbes Financial Planning, Inc. currently holds 27.0K shares with a market value of $3.8M. It started holding SDY on 2024-09-30. At its peak, it held 38.9K shares on 2024-12-31. Its highest holding value was $5.5M on 2024-09-30. At its lowest, it held 27.0K shares on 2025-09-30, with a value of $3.7M on 2025-06-30. In the recent 180 days, Forbes Financial Planning, Inc. has decreased its shares by 11.2K. In the recent year, Forbes Financial Planning, Inc. has decreased its shares by 11.8K.