Apexium Financial, LP SHDG Holdings History
Apexium Financial, LP's Soundwatch Hedged Equity ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 4.62 Mil shares of Soundwatch Hedged Equity ETF(SHDG), totaling $128.44 Mil. This investment constitutes 7.66% of their stock portfolio, and Apexium Financial, LP now holds 88.43% of the outstanding Soundwatch Hedged Equity ETF(SHDG) stock.
The initial trade took place in 2022Q4. And since then Apexium Financial, LP has made 6 purchases of SHDG, at an average price of $23.65, for a total of 9.77 Mil shares. In addition, there have been 4 sales at an average price of $24.32 for 5.15 Mil shares. Based on historical transaction data and SHDG's current price of $30.02, Apexium Financial, LP's estimated gain on his SHDG holdings is $32.85 Mil, reflecting a 14.22% gain to date.
Apexium Financial, LP SHDG ($30.02) Holding Chart
Apexium Financial, LP SHDG ($30.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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