Navis Wealth Advisors, LLC's ownership history for SDY

Navis Wealth Advisors, LLC currently holds 5.7K shares with a market value of $792.6K. It started holding SDY on 2024-09-30. At its peak, it held 6.6K shares on 2024-12-31. Its highest holding value was $886.7K on 2025-03-31. At its lowest, it held 5.5K shares on 2025-06-30, with a value of $751.6K on 2025-06-30. In the recent 180 days, Navis Wealth Advisors, LLC has decreased its shares by 876. In the recent year, Navis Wealth Advisors, LLC has decreased its shares by 113.