Rockbridge Investment Management, LCC's ownership history for SDY

Rockbridge Investment Management, LCC currently holds 2.3K shares with a market value of $334.6K. It started holding SDY on 2024-12-31. At its peak, it held 2.3K shares on 2025-06-30. Its highest holding value was $334.6K on 2026-03-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $302.6K on 2024-12-31. In the recent 180 days, Rockbridge Investment Management, LCC has increased its shares by 0. In the recent year, Rockbridge Investment Management, LCC has increased its shares by 1.