Waverly Advisors, LLC's ownership history for SDY

Waverly Advisors, LLC currently holds 27.1K shares with a market value of $3.8M. It started holding SDY on 2024-12-31. At its peak, it held 29.5K shares on 2024-12-31. Its highest holding value was $3.9M on 2024-12-31. At its lowest, it held 27.1K shares on 2025-09-30, with a value of $3.8M on 2025-09-30. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 1.5K.