WEALTH EFFECTS LLC's ownership history for SCHD

WEALTH EFFECTS LLC currently holds 13.6K shares with a market value of $371.8K. It started holding SCHD on 2024-09-30. At its peak, it held 14.3K shares on 2024-12-31. Its highest holding value was $405.0K on 2024-09-30. At its lowest, it held 4.8K shares on 2024-09-30, with a value of $347.8K on 2025-06-30. In the recent 180 days, WEALTH EFFECTS LLC has increased its shares by 430. In the recent year, WEALTH EFFECTS LLC has decreased its shares by 758.