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Soundwatch Hedged Equity ETF
SHDG
SHDG
33.16
USD
-0.10
0.3%
At close
Updated
Nov 13, 4:00 PM EST
Pre-market
After hours
1 day
-0.3%
5 days
0.21%
1 month
-2.33%
3 months
-1.66%
6 months
2.38%
Year to date
2.57%
1 year
3.98%
5 years
60.27%
10 years
60.27%
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 |
1
Apexium Financial
Dallas,
Texas
| $108M | +$7.15M | +311,883 | +7% |
|
| 2 |
2
Soundwatch Capital
Rowayton,
Connecticut
| $9.06M | -$6.84M | -297,997 | -83% |
|
| 3 |
3
Navis Wealth Advisors
Rye Brook,
New York
| $283K | -$48.7K | -2,125 | -15% |
|
| 4 |
4
Old Mission Capital
Chicago,
Illinois
| $272K | +$6.08K | +265 | +2% |
|
| 5 |
5
Richard P. Slaughter Associates
Austin,
Texas
| $271K | – | – | – |
|