Pines Wealth Management, LLC's ownership history for SDY

Pines Wealth Management, LLC currently holds 14.6K shares with a market value of $2.1M. It started holding SDY on 2024-12-31. At its peak, it held 15.6K shares on 2024-12-31. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 13.7K shares on 2025-09-30, with a value of $1.9M on 2025-03-31. In the recent 180 days, Pines Wealth Management, LLC has increased its shares by 893. In the recent year, Pines Wealth Management, LLC has decreased its shares by 943.