ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG)

CUSIP: 00777X603

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / SOUNDWATCH HEDGD
Total 13F shares
4,954,473
Share change
+133,449
Total reported value
$135,767,418
Price per share
$27.40
Number of holders
9
Value change
+$3,682,894
Number of buys
5
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 00777X603?
CUSIP 00777X603 identifies SHDG - ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD in SEC institutional holdings data.

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Institutional Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) as of Q2 2024

As of 30 Jun 2024, ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,954,473 shares. The largest 9 holders included Apexium Financial, LP, Soundwatch Capital LLC, Advisory Services Network, LLC, Atria Investments, Inc, Navis Wealth Advisors, LLC, Richard P Slaughter Associates Inc, MAI Capital Management, Transcendent Capital Group LLC, and UBS Group AG. This page lists 9 institutional shareholders reporting positions in this security for the Q2 2024 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.