Perfromance Wealth Partners, LLC's ownership history for SDY

Perfromance Wealth Partners, LLC currently holds 3.6K shares with a market value of $503.2K. It started holding SDY on 2024-09-30. At its peak, it held 4.1K shares on 2024-09-30. Its highest holding value was $578.3K on 2024-09-30. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $490.2K on 2025-03-31. In the recent 180 days, Perfromance Wealth Partners, LLC has decreased its shares by 20. In the recent year, Perfromance Wealth Partners, LLC has decreased its shares by 478.