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Soundwatch Hedged Equity ETF
SHDG
SHDG
33.65
USD
-0.09
0.27%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.27%
5 days
0.36%
1 month
0.45%
3 months
3.25%
6 months
3.54%
Year to date
4.08%
1 year
8.23%
5 years
62.64%
10 years
62.64%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AF
1
Apexium Financial
Dallas,
Texas
| $108M | +$7.15M | +311,883 | +7% |
|
| 2 |
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $9.06M | -$6.84M | -297,997 | -83% |
|
| 3 |
NWA
3
Navis Wealth Advisors
Rye Brook,
New York
| $283K | -$48.7K | -2,125 | -15% |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $272K | +$6.08K | +265 | +2% |
|
| 5 |
RPSA
5
Richard P. Slaughter Associates
Austin,
Texas
| $271K | – | – | – |
|