Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis U.S. Large Cap Equity ETF, omfatter Ridgeline Wealth, LLC, Jpmorgan Chase & Co, Resources Investment Advisors, LLC., Global Strategic Investment Solutions, LLC, ShankerValleau Wealth Advisors, Inc., Seeds Investor Llc, Mendota Financial Group, LLC, MAI Capital Management, Buckingham Strategic Partners, WealthPlan Investment Management, LLC, Pacific Asset Management, LLC, BLVD Private Wealth, LLC, O'shaughnessy Asset Management, Llc, Ameritas Advisory Services, LLC, og Asset Dedication, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 411.475 | 29.231 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 38.872 | 49,85 | 2.761 | 65,83 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17.676 | 2,81 | 1.289 | 16,34 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4.480 | 318 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 21.000 | 73,91 | 1.492 | 92,39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.857 | 132 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 479.854 | 8,04 | 34.089 | 19,55 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3.280 | 233 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 37.325 | 2,75 | 2.652 | 13,68 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 57.833 | 15,40 | 4.108 | 27,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 213.031 | 0,62 | 15.134 | 11,34 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9.229 | 230,08 | 656 | 265,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9.385 | 667 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15.357 | 11,59 | 1.091 | 23,56 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 187.766 | 13.339 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 61 | 4 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 307.839 | 55,13 | 21.869 | 71,66 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 81.735 | 5.806 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 823 | 25,27 | 58 | 38,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 71.860 | 324,88 | 5.105 | 370,41 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4.750 | 337 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 54.949 | 21,13 | 3.904 | 34,03 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 40.557 | 1.051,86 | 2.881 | 1.174,78 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4.543 | 323 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 717.174 | 111,86 | 50.948 | 134,43 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 111.024 | 20,22 | 7.887 | 33,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 82.995 | 3,67 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 130.757 | 6,58 | 9.289 | 17,93 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 228.760 | 59,07 | 16.251 | 76,03 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 34.155 | 4,61 | 2.426 | 15,74 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 21.138 | 1.502 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 117.783 | 140,54 | 8.367 | 166,21 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 28.636 | 2.034 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7.229 | 514 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4.750 | 337 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 7.358 | 18,45 | 523 | 31,16 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 521.868 | 14,38 | 37.074 | 26,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.046 | 74 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24.765 | 1,87 | 1.759 | 12,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 132.723 | 7,30 | 9.429 | 18,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 279.647 | 19.866 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 402.927 | 28.624 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 62.100 | 91,46 | 4.412 | 111,86 |
