Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SOUNDWATCH HEDGD
-
Total 13F shares
-
4,835,042
-
Share change
-
+4,819,585
-
Total reported value
-
$118,360,373
-
Price per share
-
$24.48
-
Number of holders
-
5
-
Value change
-
+$118,003,293
-
Number of buys
-
5
-
Number of sells
-
1
Institutional Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) as of Q4 2023
As of 31 Dec 2023,
ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,835,042 shares.
The largest 5 holders included
Apexium Financial, LP, Soundwatch Capital LLC, Advisory Services Network, LLC, Navis Wealth Advisors, LLC, and Richard P Slaughter Associates Inc.
This page lists
5
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.