Number of Shares
61,100.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.77%
Total Estimate Gain
$588,485.25
% of Total Estimate Gain
3.03%

Soundwatch Capital LLC's Soundwatch Hedged Equity ETF Holding Summary

As of 2025-03-31, Soundwatch Capital LLC held 61,100.00 shares of Soundwatch Hedged Equity ETF(SHDG), totaling $1.70 Mil. This investment constitutes 0.77% of their stock portfolio, and Soundwatch Capital LLC now holds 1.17% of the outstanding Soundwatch Hedged Equity ETF(SHDG) stock.

The initial trade took place in 2023Q1. And since then Soundwatch Capital LLC has made 4 purchases of SHDG, at an average price of $23.24, for a total of 836,198.00 shares. In addition, there have been 2 sales at an average price of $23.47 for 775,098.00 shares. Based on historical transaction data and SHDG's current price of $30.05, Soundwatch Capital LLC's estimated gain on his SHDG holdings is $588,485.25, reflecting a 3.03% gain to date.

Soundwatch Capital LLC SHDG ($30.05) Holding Chart

Soundwatch Capital LLC SHDG ($30.05) 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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