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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
| $131M | +$4.52M | +153,610 | +4% |
|
| 2 |
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.78M | – | – | – |
|
| 3 |
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $527K | -$14.3K | -484 | -3% |
|
| 4 |
AI
4
Atria Investments
Charlotte,
North Carolina
| $518K | -$4.27K | -145 | -0.8% |
|
| 5 |
OMC
5
Old Mission Capital
Chicago,
Illinois
| $514K | +$520K | +17,659 | New |
|
| 6 |
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $309K | +$1.71K | +58 | +0.5% |
|
| 7 |
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | -$164K | -5,580 | -38% |
|
| 8 |
8
Goldman Sachs
New York
| $219K | +$221K | +7,510 | New |
|
| 9 |
TCG
9
Transcendent Capital Group
Edmond,
Oklahoma
| $181K | – | – | – |
|
| 10 |
MCM
10
MAI Capital Management
Independence,
Ohio
| $175K | -$42.2K | -1,433 | -19% |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $68.7K | -$736 | -25 | -1% |
|