ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

Historical Holders from Q3 2023 to Q3 2025

Symbol
SHDG
Type / Class
Equity / SOUNDWATCH HEDGD
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
4,639,624
Holdings value
$146,953,597
% of all portfolios
0%
Number of holders
9
Number of buys
3
Number of sells
-4
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 Value Change Price Investors
2025 Q3 4,639,624 $146,953,597 -$80,693,312 $31.67 9
2025 Q2 7,187,276 $143,205,601 -$787,866 $29.73 7
2025 Q1 4,748,313 $132,122,758 +$2,311,896 $27.83 7
2024 Q4 4,664,056 $135,807,989 +$4,984,128 $29.12 11
2024 Q3 4,492,886 $129,499,798 -$13,293,941 $28.83 9
2024 Q2 4,954,473 $135,767,418 +$3,682,894 $27.4 9
2024 Q1 4,821,024 $127,059,533 -$254,850 $26.36 7
2023 Q4 4,835,042 $118,360,373 +$118,003,293 $24.48 5
2023 Q3 15,457 $357,080 +$357,080 $23.1 1