Waverly Advisors, LLC's ownership history for SDY

Waverly Advisors, LLC currently holds 26.1K shares with a market value of $3.6M. It started holding SDY on 2024-12-31. At its peak, it held 29.5K shares on 2024-12-31. Its highest holding value was $3.9M on 2024-12-31. At its lowest, it held 26.1K shares on 2025-12-31, with a value of $3.6M on 2025-12-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 2.0K. In the recent year, Waverly Advisors, LLC has decreased its shares by 3.4K.