Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis Core Fixed Income ETF, omfatter Wiley Bros.-aintree Capital, Llc, Dynamic Advisor Solutions LLC, WealthPlan Investment Management, LLC, Hrt Financial Lp, Kingdom Financial Group LLC., Bank of New Hampshire, Winebrenner Capital Management Llc, Traction Financial Partners, LLC, Beacon Capital Management, LLC, og Jpmorgan Chase & Co .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 14.798 | 562,40 | 616 | 568,48 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 622.639 | 4,67 | 26 | 4,17 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 6.265 | 261 | ||||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 141.794 | 17,93 | 5.901 | 18,59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4.188.949 | 11,90 | 174.344 | 12,52 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 58.252 | 0,28 | 2.424 | 0,83 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 34.305 | 4,73 | 1.428 | 5,31 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 17.379 | 5,03 | 723 | 5,70 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 7.119 | 296 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5.259 | 0,10 | 219 | 0,46 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 34.000 | 10,41 | 1.415 | 11,07 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 204.927 | 17,98 | 8.529 | 18,64 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38.552 | 11,71 | 1.605 | 12,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 558 | 1,82 | 23 | 4,55 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51.935 | 66,73 | 2.162 | 67,65 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 11.399 | 114,07 | 474 | 115,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15.375 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 767.656 | 15,62 | 31.950 | 16,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94.506 | 28,69 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32.201 | 1.340 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 168.486 | 6,68 | 7.012 | 7,28 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14.509 | 604 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 18.305 | 1,02 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 348.825 | 6,28 | 14.518 | 6,87 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.864 | 78 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 64.826 | 1,76 | 2.698 | 2,55 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 1.129.233 | 13,28 | 46.999 | 13,91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 5.657 | 1,14 | 235 | 1,73 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1.354.347 | 3,22 | 55.935 | 4,46 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 687.001 | 6,45 | 28.593 | 7,04 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 516.788 | 30,42 | 21.509 | 31,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.376 | 30,90 | 264 | 31,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 460.006 | 2,60 | 19.145 | 3,17 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 212.879 | 0,73 | 8.860 | 1,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 464.250 | 8,33 | 19 | 11,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5.204 | 89,51 | 216 | 91,96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.352 | 56 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 405.379 | 7,36 | 16.872 | 7,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 72.606 | 21,27 | 3.022 | 21,91 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 19.173 | 3,74 | 798 | 4,31 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 55.463 | 925,95 | 2.308 | 934,98 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.218 | 217 | ||||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 503.211 | 1,98 | 20.944 | 2,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9.252 | 1,15 | 385 | 1,85 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 122.019 | 26,26 | 5.078 | 26,95 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 14.211 | 10,09 | 591 | 10,67 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 688 | 2,84 | 28 | 3,70 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 224.932 | 10,67 | 9.362 | 11,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.640 | 113,36 | 151 | 115,71 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 65.881 | 4,18 | 2.742 | 4,74 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 14.464 | 602 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 73.440 | 35,50 | 3.057 | 36,25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 159.685 | 12,45 | 6.646 | 13,08 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 12.450 | 518 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 60.929 | 6,01 | 2.536 | 6,60 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 142.407 | 0,62 | 5.927 | 1,16 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 100.230 | 112,07 | 4.172 | 113,24 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 37.046 | 6,29 | 1.542 | 6,87 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 1.129.233 | 13,28 | 46.999 | 13,91 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 476.954 | 3,97 | 19.858 | 4,59 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 436.308 | 6,41 | 18.159 | 7,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 424.828 | 18,96 | 17.682 | 19,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 49 | 2,08 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 16.779 | 48,34 | 698 | 49,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 203.931 | 5,39 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 51.540 | 5,61 | 2.145 | 6,24 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46.436 | 1.933 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2.191.612 | 112,45 | 91.215 | 113,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 547 | 1,30 | 23 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 447.245 | 5.333,01 | 18.614 | 5.374,71 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 1.463 | 61 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.090.700 | 12,71 | 45.395 | 13,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15.852 | 4,95 | 660 | 5,44 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.673 | 235 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 97.976 | 4.078 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 178.198 | 10,90 | 7.417 | 11,52 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131.114 | 1.712,47 | 5.457 | 1.724,75 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 128.882 | 1,75 | 5.364 | 2,33 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 507.944 | 0,79 | 21.141 | 1,35 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 15.466 | 41,06 | 644 | 41,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 64.365 | 20,42 | 2.679 | 21,07 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1.349 | 67.350,00 | 56 | 0,00 |
