Soundwatch Hedged Equity Etf shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Soundwatch Hedged Equity Etf
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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 9.6k | 31.67 |
| 2025-06-30 | $286k | 9.6k | 29.73 |
| 2025-03-31 | $295k | 11k | 27.83 |
| 2024-12-31 | $309k | 11k | 29.12 |
| 2024-09-30 | $304k | 11k | 28.83 |
| 2024-06-30 | $289k | 11k | 27.40 |
| 2024-03-31 | $278k | 11k | 26.36 |
| 2023-12-31 | $258k | 11k | 24.48 |