SARD WEALTH MANAGEMENT GROUP, LLC's ownership history for SDY


SARD WEALTH MANAGEMENT GROUP, LLC currently holds 95.9K shares with a market value of $13.3M. It started holding SDY on 2024-09-30. At its peak, it held 95.9K shares on 2025-12-31. Its highest holding value was $13.3M on 2025-12-31. At its lowest, it held 89.0K shares on 2024-12-31, with a value of $11.8M on 2024-12-31. In the recent 180 days, SARD WEALTH MANAGEMENT GROUP, LLC has increased its shares by 2.6K. In the recent year, SARD WEALTH MANAGEMENT GROUP, LLC has increased its shares by 6.9K.


SARD WEALTH MANAGEMENT GROUP, LLC's ownership history for SDY