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Trust for Advised Portfolios

CUSIP: 89832P150 | 9 institutional holders

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2023

Soundwatch Capital LLC477,101
2.4% of portfolio›$11.0M
Apexium Financial, LP408,114
0.9% of portfolio›$9.4M
Susquehanna International Group, LLP33,859
0.0% of portfolio›$782.2K
Navis Wealth Advisors, LLC11,528
0.4% of portfolio›$266.3K
Richard P Slaughter Associates Inc11,285
0.1% of portfolio›$260.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Soundwatch Capital LLC
477,101$11.0M2.4%ETFVery LowDallas, TX2023-11-13
Apexium Financial, LP
408,114$9.4M0.9%GARPVery LowNew York, NY2023-10-25
Susquehanna International Group, LLP
33,859$782.2K0.0%GrowthHighBala Cynwyd, PA2023-11-14
Navis Wealth Advisors, LLC
11,528$266.3K0.4%GrowthMediumRye Brook, NY2023-10-30
Richard P Slaughter Associates Inc
11,285$260.7K0.1%ETFMediumAustin, TX2023-10-10
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30