Who owns SOUNDWATCH HEDGED EQUITY ETF?
- Ticker: SHDG
- CUSIP Number: 00777x603
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Analyze quarterly positions in Soundwatch Hedged Equity Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SOUNDWATCH HEDGED EQUITY ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Apexium Financial | 4.4M | $126M | -10% | Sep 2024 |
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Soundwatch Capital | 61k | $1.8M | 77% | Sep 2024 |
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Advisory Services Network | 19k | $509k | 0% | Sep 2024 |
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Atria Investments | 18k | $517k | -2% | Sep 2024 |
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Susquehanna International | 15k | $424k | 100% | Sep 2024 |
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Navis Wealth Advisors | 11k | $304k | 0% | Sep 2024 |
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MAI Wealth Advisors | 7.4k | $214k | 0% | Sep 2024 |
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Transcendent Capital Group | 6.2k | $179k | 0% | Sep 2024 |
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Who sold out of Soundwatch Hedged Equity Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 12k | $312k |
Richard P Slaughter Associates | Jun 2024 | 9.3k | $254k |