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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
| $126M | -$13.8M | -495,518 | -10% |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.76M | +$738K | +26,540 | +77% |
|
|
AI
3
Atria Investments
Charlotte,
North Carolina
| $517K | -$9.42K | -339 | -2% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $509K | – | – | – |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $424K | +$409K | +14,707 | New |
|
|
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $304K | – | – | – |
|
|
MCM
7
MAI Capital Management
Independence,
Ohio
| $214K | – | – | – |
|
|
TCG
8
Transcendent Capital Group
Edmond,
Oklahoma
| $179K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $68.7K | +$64.1K | +2,308 | +3,077% |
|
|
RPSA
10
Richard P. Slaughter Associates
Austin,
Texas
| – | -$254K | -9,285 | Closed |
|