Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis Responsible U.S. Equity ETF, omfatter Maseco Llp, AlTi Global, Inc., Mercer Global Advisors Inc /adv, Henrickson Nauta Wealth Advisors, Inc., og Team Hewins, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2.160 | 0,28 | 148 | 10,45 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 50.529 | 3.466 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.387 | 44,33 | 95 | 61,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36.716 | 152,67 | 2.519 | 177,92 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 4.109 | 4,45 | 282 | 14,69 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 70.740 | 8,41 | 4.853 | 19,24 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.320 | 70,10 | 91 | 87,50 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 32.974 | 0,25 | 2.262 | 10,29 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2.490 | 6,82 | 171 | 18,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5.207 | 0,19 | 357 | 10,19 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 984 | 0,31 | 67 | 9,84 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 91.791 | 34,80 | 6.297 | 48,28 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 38.440 | 12,44 | 2.637 | 23,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 343.846 | 5,20 | 23.588 | 15,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 131.277 | 472,66 | 9.006 | 530,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 115.637 | 1,80 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13.957 | 957 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4.909 | 0,29 | 337 | 10,16 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 15.881 | 2,51 | 1.089 | 12,73 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 2.059 | 22,20 | 141 | 34,29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28.050 | 16,44 | 1.924 | 28,10 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 607 | 61,87 | 42 | 78,26 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9.156 | 2,05 | 628 | 12,34 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 46.353 | 4,88 | 3.180 | 15,35 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 138.582 | 0,50 | 9.667 | 12,42 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 23.573 | 30,22 | 1.629 | 43,65 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 10.688 | 41,96 | 751 | 62,20 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5.900 | 405 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1.230.145 | 84.290 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 8.205 | 149,01 | 563 | 174,15 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 13.524 | 12,28 | 928 | 23,44 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 4.785 | 328 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 16.884 | 22,56 | 1.158 | 34,81 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 117.432 | 15,77 | 8.056 | 27,35 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10.983 | 73,75 | 753 | 91,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24.658 | 81,38 | 1.692 | 99,65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4.708 | 0,11 | 323 | 9,90 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5.986 | 1,56 | 411 | 11,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.686 | 1.899 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2.174 | 43.380,00 | 149 | 7,19 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 11.118 | 80,40 | 763 | 98,44 |
