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Soundwatch Hedged Equity Etf shares owned by Atria Investments

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Soundwatch Hedged Equity Etf held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $517k 18k 28.83
2024-06-30 $501k 18k 27.40

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Advisory Services Network
Atria Investments
Susquehanna International
Navis Wealth Advisors
MAI Wealth Advisors
Transcendent Capital Group

View all funds holding Soundwatch Hedged Equity Etf