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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
| $142M | -$3.66M | -119,229 | -3% |
|
| 2 |
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.94M | -$2.96M | -96,367 | -61% |
|
| 3 |
OMC
3
Old Mission Capital
Chicago,
Illinois
| $800K | +$776K | +25,258 | New |
|
| 4 |
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $661K | +$418K | +13,598 | +187% |
|
| 5 |
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $536K | -$1.66K | -54 | -0.3% |
|
| 6 |
AI
6
Atria Investments
Charlotte,
North Carolina
| $527K | -$16.5K | -538 | -3% |
|
| 7 |
NWA
7
Navis Wealth Advisors
Rye Brook,
New York
| $304K | – | – | – |
|
| 8 |
MCM
8
MAI Capital Management
Independence,
Ohio
| $95K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $32 | +$31 | +1 | New |
|