Summit Asset Management, LLC's ownership history for SDY

Summit Asset Management, LLC currently holds 1.5K shares with a market value of $206.6K. It started holding SDY on 2024-09-30. At its peak, it held 1.5K shares on 2024-09-30. Its highest holding value was $209.5K on 2024-09-30. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $200.1K on 2025-03-31. In the recent 180 days, Summit Asset Management, LLC has increased its shares by 0.