Lodestone Wealth Management LLC's ownership history for SDY

Lodestone Wealth Management LLC currently holds 2.1K shares with a market value of $293.6K. It started holding SDY on 2024-09-30. At its peak, it held 2.1K shares on 2025-12-31. Its highest holding value was $294.7K on 2025-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $201.0K on 2025-06-30. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 629.