Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis Short-Term Fixed Income ETF, omfatter Maseco Llp, og Investment Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 1.009 | 0,20 | 47 | 0,00 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 69.714 | 25,91 | 3.279 | 26,71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2.602 | 1.157,00 | 122 | 1.255,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65.191 | 6,28 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 32.879 | 4,52 | 1.546 | 5,17 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 61.451 | 0,48 | 2.890 | 1,12 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25.654 | 0,38 | 1.206 | 1,01 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 503.878 | 92,17 | 23.697 | 93,37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 32.578 | 7,11 | 1.532 | 7,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20.120 | 37,55 | 946 | 38,51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14.909 | 12,54 | 701 | 13,25 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 37.587 | 0,29 | 1.768 | 0,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 43.609 | 8,23 | 2.051 | 8,87 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.566.243 | 73.668 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 32.711 | 10,66 | 1.538 | 11,37 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9.042 | 1,62 | 424 | 2,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 144.943 | 5,61 | 6.817 | 6,27 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1.502.977 | 2,92 | 70.347 | 3,65 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 39.532 | 7,63 | 1.859 | 8,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 36.321 | 20,77 | 1.708 | 21,57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 143.000 | 8,70 | 6.725 | 9,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35.467 | 21,28 | 1.668 | 22,02 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 503.878 | 92,17 | 23.697 | 93,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1.299.366 | 110,41 | 61.109 | 111,72 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 24.168 | 2,28 | 1.137 | 2,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69.971 | 3,67 | 3.291 | 4,31 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2.663.499 | 1,50 | 125 | 2,46 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4.300 | 202 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 13.690 | 11,51 | 644 | 12,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8.912 | 0,29 | 419 | 1,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 356.594 | 1,15 | 16.771 | 1,78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 310 | 26,02 | 15 | 27,27 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 77.650 | 9,69 | 3.652 | 10,37 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 20.271 | 2,16 | 953 | 2,80 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 55.404 | 1,52 | 2.606 | 1,88 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5.276 | 1,09 | 248 | 2,06 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 31.076 | 31,73 | 1.461 | 32,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 204.094 | 5,62 | 10 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 56.498 | 0,31 | 2.657 | 0,95 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 36.453 | 39,18 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 433.521 | 6,20 | 20.388 | 6,86 |
