Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis Emerging Markets ex-China Equity ETF, omfatter Clearwater Capital Advisors, LLC, Mercer Global Advisors Inc /adv, Flow Traders U.s. Llc, Vestment Financial LLC, Fortitude Family Office, LLC, Tyche Wealth Partners LLC, Mach-1 Financial Group, Inc., Balance Wealth, LLC, RMR Wealth Builders, Colony Group, LLC, Advisor Group Holdings, Inc., Asset Dedication, LLC, og Harbour Investments, 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 | Ridgeline Wealth, LLC | 53.862 | 18,13 | 3.050 | 37,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 578.087 | 23,83 | 32.731 | 44,14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.587 | 203 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55 | 3 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 5.598 | 317 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 6.578 | 11,95 | 372 | 30,53 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 491 | 28 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4.780 | 271 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 4.964 | 1,76 | 281 | 18,57 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3.933 | 223 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 89.511 | 5 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 25.565 | 49,66 | 1.448 | 74,34 | ||||
| 2025-07-24 | 13F | Eastern Bank | 293 | 19,11 | 17 | 45,45 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 401.189 | 22.715 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 28.321 | 75,23 | 2.245 | 99,20 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 89.243 | 5.081 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 4.075 | 231 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52.971 | 18,01 | 2.999 | 37,38 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3.940 | 335,84 | 223 | 418,60 | ||||
| 2025-07-29 | 13F | Schubert & Co | 8.035 | 29,22 | 455 | 50,33 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104.344 | 139,82 | 5.908 | 179,16 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 5.123 | 290 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90.640 | 5.132 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.378 | 78 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 202.419 | 11.461 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6.314 | 357 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 32.975 | 1.867 |
