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Soundwatch Hedged Equity ETF
SHDG
SHDG
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
1
Apexium Financial
Dallas,
Texas
| $93.8M | -$3.67M | -169,057 | -4% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $8.12M | +$7.83M | +361,148 | New |
|
|
NWA
3
Navis Wealth Advisors
Rye Brook,
New York
| $312K | +$301K | +13,902 | New |
|
|
RPSA
4
Richard P. Slaughter Associates
Austin,
Texas
| $254K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $248K | -$127K | -5,869 | -35% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| – | -$121K | -5,598 | Closed |
|
7
UBS Group
Zurich,
Switzerland
| – | -$5.53K | -263 | Closed |
|