Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis All Equity Markets ETF inkluderar Hutchens & Kramer Investment Management Group, LLC, SYM FINANCIAL Corp, Fonville Wealth Management LLC, Annandale Capital, LLC, Vista Capital Partners, Inc., och Cwm, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 46 083 | 27,87 | 3 571 | 39,18 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 30 390 | 8,57 | 2 355 | 18,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 600 | 79,57 | 124 | 98,39 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3 504 | 17,54 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 146 880 | 45,11 | 11 380 | 57,95 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8 901 | 0,82 | 690 | 9,71 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 22 621 | 1 761 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 2 700 | 0 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 025 | 12,89 | 79 | 23,44 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 70 462 | 49,51 | 5 459 | 62,71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 93 | 9,41 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 644 | 205 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 11 751 | 6,30 | 910 | 15,78 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2 223 | 103,01 | 172 | 126,32 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8 453 | 0,65 | 655 | 9,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 711 | 0,85 | 55 | 10,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71 539 | 2,43 | 5 543 | 11,46 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 24 659 | 4,30 | 1 911 | 13,49 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 163 928 | 4,80 | 12 701 | 14,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 77 634 | 7,36 | 6 015 | 16,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 153 | 31,28 | 1 019 | 42,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 233 | 483 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 35 693 | 59,19 | 2 765 | 73,25 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 25 483 | 10,03 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 21 793 | 57,70 | 1 689 | 71,72 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 6 233 | 483 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 15 919 | 3,34 | 1 233 | 12,50 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25 722 | 7,64 | 1 993 | 17,11 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 9 192 | 14,44 | 712 | 24,69 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 4 840 | 1,87 | 375 | 10,65 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 459 | 1,22 | 810 | 10,20 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 68 166 | 7,03 | 5 281 | 16,50 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 250 | 0,11 | 639 | 9,04 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 39 144 | 29,13 | 3 074 | 44,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 140 | 174,51 | 11 | 233,33 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 35 191 | 13,49 | 2 727 | 23,52 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 385 | 0,79 | 30 | 7,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 663 | 309,26 | 51 | 363,64 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 18 504 | 3,14 | 1 434 | 12,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 25 424 | 58,87 | 1 970 | 72,87 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 100 | 63,93 | 8 | 75,00 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 28 122 | 15,74 | 2 179 | 25,97 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5 995 | 5,62 | 464 | 14,85 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5 793 | 3,39 | 452 | 12,75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 59 | 0 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33 073 | 4,99 | 2 563 | 14,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 859 | 1 694 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 239 | 0,73 | 638 | 9,62 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8 193 | 20,49 | 635 | 30,99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 582 | 12,80 | 665 | 22,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 193 | 7,69 | 402 | 17,20 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 3 552 | 5,24 | 253 | 3,28 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3 510 | 11,57 | 279 | 30,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 536 | 2,96 | 197 | 12,00 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2 723 | 211 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 718 | 50,52 | 56 | 66,67 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 62 581 | 2,96 | 4 849 | 12,04 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16 598 | 23 955,07 | 1 286 | 23,54 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 723 | 0,28 | 56 | 9,80 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 1 149 | 2,41 | 89 | 12,66 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 22 546 | 1 747 |
