MARKET STREET WEALTH MANAGEMENT ADVISORS LLC's ownership history for SDY

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC currently holds 4.1K shares with a market value of $597.3K. It started holding SDY on 2024-09-30. At its peak, it held 6.2K shares on 2024-09-30. Its highest holding value was $874.1K on 2024-09-30. At its lowest, it held 4.1K shares on 2026-03-31, with a value of $574.2K on 2025-12-31. In the recent 180 days, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC has decreased its shares by 184. In the recent year, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC has decreased its shares by 621.