Hillcrest Wealth Advisors - NY, LLC's ownership history for SDY

Hillcrest Wealth Advisors - NY, LLC currently holds 14.7K shares with a market value of $2.1M. It started holding SDY on 2024-09-30. At its peak, it held 20.3K shares on 2024-09-30. Its highest holding value was $2.9M on 2024-09-30. At its lowest, it held 14.7K shares on 2026-03-31, with a value of $2.1M on 2026-03-31. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 5.0K. In the recent year, Hillcrest Wealth Advisors - NY, LLC has decreased its shares by 5.4K.