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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
| $125M | +$469K | +18,444 | +0.4% |
|
| 2 |
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $504K | -$60.2K | -2,370 | -11% |
|
| 3 |
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $342K | +$330K | +12,982 | New |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $312K | +$301K | +11,826 | New |
|
| 5 |
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $278K | – | – | – |
|
| 6 |
RPSA
6
Richard P. Slaughter Associates
Austin,
Texas
| $245K | – | – | – |
|
| 7 |
TCG
7
Transcendent Capital Group
Edmond,
Oklahoma
| $163K | +$158K | +6,200 | New |
|
| 8 |
SC
8
Soundwatch Capital
Rowayton,
Connecticut
| – | -$1.5M | -61,100 | Closed |
|