Selective Wealth Management, Inc.'s ownership history for SDY

Selective Wealth Management, Inc. currently holds 3.5K shares with a market value of $520.7K. It started holding SDY on 2024-09-30. At its peak, it held 3.8K shares on 2024-12-31. Its highest holding value was $527.3K on 2024-09-30. At its lowest, it held 3.5K shares on 2025-12-31, with a value of $478.3K on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 116. In the recent year, Selective Wealth Management, Inc. has decreased its shares by 221.