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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
| $137M | -$301K | -10,654 | -0.2% |
|
| 2 |
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $4.68M | +$2.73M | +96,367 | +158% |
|
| 3 |
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $516K | -$21.2K | -748 | -4% |
|
| 4 |
AI
4
Atria Investments
Charlotte,
North Carolina
| $510K | -$6.65K | -235 | -1% |
|
| 5 |
NWA
5
Navis Wealth Advisors
Rye Brook,
New York
| $286K | -$28.3K | -1,000 | -9% |
|
| 6 |
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $216K | +$205K | +7,264 | New |
|
| 7 |
MCM
7
MAI Capital Management
Independence,
Ohio
| $89.2K | -$84.8K | -3,000 | -50% |
|
| 8 |
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$538K | -19,352 | Closed |
|