Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis U.S. Mid Cap Value ETF, omfatter CI Private Wealth, LLC, Peapack Gladstone Financial Corp, Jane Street Group, Llc, Seeds Investor Llc, Stegent Equity Advisors, Inc., Global Retirement Partners, LLC, Private Trust Co Na, og New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13.854 | 25,57 | 906 | 33,68 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 110.242 | 9,92 | 7.382 | 34,49 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 22.934 | 17,20 | 1.499 | 24,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 122.162 | 59,69 | 7.987 | 69,95 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23.046 | 11,62 | 1.564 | 24,92 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 139.326 | 4,98 | 9.109 | 11,71 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 138.675 | 0,80 | 9.287 | 13,98 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 794 | 230,83 | 52 | 264,29 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 6.109 | 54,66 | 399 | 64,88 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 7.533 | 0,94 | 493 | 7,42 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 429.561 | 9,12 | 28.085 | 16,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11.191 | 732 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 36.235 | 2,02 | 2.369 | 8,57 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 3.120 | 204 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 109.373 | 20,59 | 7.151 | 28,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.789 | 20,61 | 444 | 28,41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6.085 | 5,92 | 404 | 14,77 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 501.567 | 383,99 | 33 | 433,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 750 | 49 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9.161 | 24,78 | 612 | 47,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.921 | 649 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10.319 | 1 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 5.810 | 22,32 | 380 | 30,24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.329 | 218 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39.168 | 13,45 | 2.561 | 20,70 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 284.917 | 3,34 | 18.628 | 9,97 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 115.667 | 21,47 | 7.295 | 17,13 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 83.553 | 10,56 | 5.463 | 17,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.220 | 864 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6.933 | 453 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22.043 | 33,38 | 1.441 | 41,97 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 84.211 | 12,33 | 5.506 | 19,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30.272 | 27,53 | 1.979 | 35,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8.047 | 526 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15.499 | 162,25 | 1.013 | 179,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13.863 | 41,65 | 906 | 50,75 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 178.961 | 13,25 | 11.287 | 9,20 |
