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Soundwatch Hedged Equity ETF
SHDG
SHDG
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $161M | +$160M | +4,985,122 | New |
|
|
SC
2
Soundwatch Capital
Rowayton,
Connecticut
| $1.97M | – | – | – |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $754K | +$80K | +2,494 | +12% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $580K | -$234K | -7,309 | -29% |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $543K | -$3.53K | -110 | -0.7% |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $533K | -$3.53K | -110 | -0.7% |
|
|
GS
7
GTS Securities
Miami,
Florida
| $401K | +$398K | +12,406 | New |
|
|
CAG
8
Crestwood Advisors Group
Boston,
Massachusetts
| $360K | +$357K | +11,138 | New |
|
|
NWA
9
Navis Wealth Advisors
Rye Brook,
New York
| $302K | -$8.82K | -275 | -3% |
|
|
TCG
10
Transcendent Capital Group
Edmond,
Oklahoma
| $200K | +$199K | +6,200 | New |
|
|
MCM
11
MAI Capital Management
Independence,
Ohio
| $96.9K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| – | -$32 | -1 | Closed |
|