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

Selective Wealth Management, Inc. currently holds 3.4K shares with a market value of $503.0K. 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 3.4K shares on 2026-03-31, with a value of $478.3K on 2025-03-31. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 243. In the recent year, Selective Wealth Management, Inc. has decreased its shares by 330.