ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

Historical Holders from Q3 2023 to Q4 2024

Symbol
SHDG
CUSIP
00777X603
Type / Class
Equity / SOUNDWATCH HEDGD
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
4.66M
Holdings value
$136M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
11
Number of buys
4
Number of sells
-5
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 4.66M $136M +$4.98M $29.12 11
2024 Q3 4.49M $129M -$13.3M $28.83 9
2024 Q2 4.95M $136M +$3.68M $27.40 9
2024 Q1 4.82M $127M -$255K $26.36 7
2023 Q4 4.84M $118M +$118M $24.48 5
2023 Q3 15.5K $357K +$357K $23.10 1