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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
| $128M | +$3.17M | +108,525 | +2% |
|
| 2 |
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.7M | – | – | – |
|
| 3 |
OMC
3
Old Mission Capital
Chicago,
Illinois
| $538K | +$49.5K | +1,693 | +10% |
|
| 4 |
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $493K | -$11.2K | -383 | -2% |
|
| 5 |
AI
5
Atria Investments
Charlotte,
North Carolina
| $484K | -$11.2K | -383 | -2% |
|
| 6 |
NWA
6
Navis Wealth Advisors
Rye Brook,
New York
| $295K | – | – | – |
|
| 7 |
MCM
7
MAI Capital Management
Independence,
Ohio
| $167K | – | – | – |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$266K | -9,127 | Closed |
|
| 9 |
9
Goldman Sachs
New York
| – | -$219K | -7,510 | Closed |
|
| 10 |
TCG
10
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$181K | -6,200 | Closed |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$68.7K | -2,358 | Closed |
|