Holistic Financial Partners's ownership history for SDY

Holistic Financial Partners currently holds 4.1K shares with a market value of $573.0K. 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 $592.3K on 2024-09-30. At its lowest, it held 4.1K shares on 2025-12-31, with a value of $549.5K on 2024-12-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 68. In the recent year, Holistic Financial Partners has decreased its shares by 42.