Avantax Planning Partners, Inc.'s ownership history for SDY

Avantax Planning Partners, Inc. currently holds 10.1K shares with a market value of $1.5M. It started holding SDY on 2024-09-30. At its peak, it held 10.3K shares on 2025-12-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 8.5K shares on 2024-12-31, with a value of $1.1M on 2024-12-31. In the recent 180 days, Avantax Planning Partners, Inc. has decreased its shares by 158. In the recent year, Avantax Planning Partners, Inc. has decreased its shares by 142.