Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis All Equity Markets ETF, omfatter Hutchens & Kramer Investment Management Group, LLC, SYM FINANCIAL Corp, Fonville Wealth Management LLC, Annandale Capital, LLC, Vista Capital Partners, Inc., og Cwm, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 46.083 | 27,87 | 3.571 | 39,18 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 30.390 | 8,57 | 2.355 | 18,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.600 | 79,57 | 124 | 98,39 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3.504 | 17,54 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 146.880 | 45,11 | 11.380 | 57,95 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8.901 | 0,82 | 690 | 9,71 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 22.621 | 1.761 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 2.700 | 0 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1.025 | 12,89 | 79 | 23,44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 70.462 | 49,51 | 5.459 | 62,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 93 | 9,41 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2.644 | 205 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 11.751 | 6,30 | 910 | 15,78 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2.223 | 103,01 | 172 | 126,32 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8.453 | 0,65 | 655 | 9,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 711 | 0,85 | 55 | 10,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71.539 | 2,43 | 5.543 | 11,46 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 24.659 | 4,30 | 1.911 | 13,49 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 163.928 | 4,80 | 12.701 | 14,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 77.634 | 7,36 | 6.015 | 16,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13.153 | 31,28 | 1.019 | 42,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.233 | 483 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 35.693 | 59,19 | 2.765 | 73,25 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 25.483 | 10,03 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 21.793 | 57,70 | 1.689 | 71,72 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 6.233 | 483 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 15.919 | 3,34 | 1.233 | 12,50 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25.722 | 7,64 | 1.993 | 17,11 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 9.192 | 14,44 | 712 | 24,69 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 4.840 | 1,87 | 375 | 10,65 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10.459 | 1,22 | 810 | 10,20 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 68.166 | 7,03 | 5.281 | 16,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8.250 | 0,11 | 639 | 9,04 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 39.144 | 29,13 | 3.074 | 44,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 140 | 174,51 | 11 | 233,33 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 35.191 | 13,49 | 2.727 | 23,52 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 385 | 0,79 | 30 | 7,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 663 | 309,26 | 51 | 363,64 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 18.504 | 3,14 | 1.434 | 12,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 25.424 | 58,87 | 1.970 | 72,87 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 100 | 63,93 | 8 | 75,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 28.122 | 15,74 | 2.179 | 25,97 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5.995 | 5,62 | 464 | 14,85 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5.793 | 3,39 | 452 | 12,75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 59 | 0 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33.073 | 4,99 | 2.563 | 14,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21.859 | 1.694 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8.239 | 0,73 | 638 | 9,62 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8.193 | 20,49 | 635 | 30,99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8.582 | 12,80 | 665 | 22,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5.193 | 7,69 | 402 | 17,20 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 3.552 | 5,24 | 253 | 3,28 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3.510 | 11,57 | 279 | 30,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.536 | 2,96 | 197 | 12,00 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2.723 | 211 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 718 | 50,52 | 56 | 66,67 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 62.581 | 2,96 | 4.849 | 12,04 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16.598 | 23.955,07 | 1.286 | 23,54 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 723 | 0,28 | 56 | 9,80 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 1.149 | 2,41 | 89 | 12,66 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 22.546 | 1.747 |
