Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF, omfatter Palo Alto Wealth Advisors, Llc, Elwood & Goetz Wealth Advisory Group, LLC, Balance Wealth, LLC, Citadel Advisors Llc, CFS Investment Advisory Services, LLC, Wealth Management Partners, LLC, Avondale Wealth Management, Ameritas Advisory Services, LLC, Assetmark, Inc, og Raymond James Financial Inc .
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 | Wealth Management Partners, LLC | 3.186 | 213 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 137 | 9 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 58.783 | 14,20 | 4.024 | 26,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8.415 | 9,07 | 1 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 170.013 | 15,61 | 11.253 | 23,47 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 17.615 | 38,11 | 1.166 | 47,47 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9.961 | 380,51 | 659 | 414,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 95.774 | 21,98 | 6.339 | 30,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 62 | 4 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 219.107 | 3,55 | 14.503 | 10,58 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 10.561 | 158,78 | 699 | 177,38 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9.067 | 32,87 | 600 | 42,18 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 3.341 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29 | 2 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10.524 | 32,54 | 697 | 41,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.848 | 207,11 | 1.115 | 227,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.073 | 232,94 | 203 | 256,14 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 33.547 | 2.220 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 36.879 | 40,85 | 2.441 | 50,49 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 14.171 | 9,25 | 938 | 16,69 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2.025 | 134 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 118.620 | 7,41 | 7.851 | 14,71 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8.877 | 67,11 | 588 | 78,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 961 | 64 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 32.543 | 2.154 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.731 | 710 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 685.911 | 4,42 | 45.400 | 11,51 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 114.192 | 20,37 | 7.311 | 17,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11.645 | 62,66 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 53.688 | 104,40 | 3.554 | 118,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11.911 | 38,60 | 788 | 48,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11.645 | 62,66 | 771 | 73,81 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 53.170 | 3.519 |
