Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - American Century Diversified Corporate Bond ETF, omfatter Gallagher Fiduciary Advisors, LLC, Atria Investments Llc, Comprehensive Wealth Management, LLC, Arq Wealth Advisors, Llc, Golden State Wealth Management, LLC, Ballast, Inc., Atomi Financial Group, Inc., Morey & Quinn Wealth Partners, LLC, Atria Wealth Solutions, Inc., og Nova Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 154.777 | 3,60 | 7.285 | 4,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32.741 | 47,68 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84.448 | 1,33 | 3.975 | 2,03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10.547 | 36,83 | 496 | 37,78 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 962.573 | 45.308 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 316 | 7,85 | 15 | 7,69 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3.147 | 521,94 | 148 | 543,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 477.815 | 6,21 | 22.491 | 6,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 248.191 | 12,70 | 11.682 | 13,49 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 22.555 | 42,62 | 1.062 | 43,57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57.052 | 29,77 | 2.685 | 30,72 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19.805 | 1,90 | 932 | 2,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.197 | 0,64 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 321.271 | 0,79 | 15.122 | 1,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.226.055 | 3,06 | 57.710 | 3,79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8.019 | 377 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74.551 | 0,11 | 3.509 | 0,83 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 210.116 | 9.821 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 40.239 | 42,28 | 1.894 | 43,38 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5.482 | 258 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 958.522 | 45.118 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 521 | 1,17 | 25 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 750 | 35 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.741 | 1.070 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.798 | 226 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 164.187 | 7.728 | ||||||
| 2025-07-24 | 13F | Lindenwold Advisors | 131.447 | 12,78 | 6.187 | 13,59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.492.628 | 12,73 | 70.258 | 13,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 319.044 | 47,64 | 15.017 | 48,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.775 | 601 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.614 | 67,78 | 76 | 70,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153.756 | 16,90 | 7.237 | 17,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11.850 | 558 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6.273 | 295 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 153.391 | 195,77 | 7.220 | 197,85 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 15.822 | 115,76 | 745 | 117,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88.008 | 52,50 | 4.143 | 53,58 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 522.960 | 24.616 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.192 | 202,24 | 197 | 207,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 31.305 | 66,50 | 1.467 | 66,97 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 21.053 | 3,09 | 991 | 3,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16.051 | 36,57 | 756 | 37,52 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 15.822 | 745 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56.706 | 2.669 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85.625 | 2,86 | 4.030 | 3,60 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 19.532 | 0,77 | 919 | 1,55 |
