Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Large Cap Equity ETF inkluderar Ridgeline Wealth, LLC, Jpmorgan Chase & Co, Resources Investment Advisors, LLC., Global Strategic Investment Solutions, LLC, ShankerValleau Wealth Advisors, Inc., Seeds Investor Llc, Mendota Financial Group, LLC, MAI Capital Management, Buckingham Strategic Partners, WealthPlan Investment Management, LLC, Pacific Asset Management, LLC, BLVD Private Wealth, LLC, O'shaughnessy Asset Management, Llc, Ameritas Advisory Services, LLC, och Asset Dedication, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 411 475 | 29 231 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 38 872 | 49,85 | 2 761 | 65,83 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 676 | 2,81 | 1 289 | 16,34 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4 480 | 318 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 21 000 | 73,91 | 1 492 | 92,39 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 857 | 132 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 479 854 | 8,04 | 34 089 | 19,55 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 3 280 | 233 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 37 325 | 2,75 | 2 652 | 13,68 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 57 833 | 15,40 | 4 108 | 27,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 213 031 | 0,62 | 15 134 | 11,34 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9 229 | 230,08 | 656 | 265,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 9 385 | 667 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15 357 | 11,59 | 1 091 | 23,56 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 187 766 | 13 339 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 61 | 4 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 307 839 | 55,13 | 21 869 | 71,66 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 81 735 | 5 806 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 823 | 25,27 | 58 | 38,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 71 860 | 324,88 | 5 105 | 370,41 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4 750 | 337 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 54 949 | 21,13 | 3 904 | 34,03 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 40 557 | 1 051,86 | 2 881 | 1 174,78 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 543 | 323 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 717 174 | 111,86 | 50 948 | 134,43 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 111 024 | 20,22 | 7 887 | 33,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 82 995 | 3,67 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 130 757 | 6,58 | 9 289 | 17,93 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 228 760 | 59,07 | 16 251 | 76,03 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 34 155 | 4,61 | 2 426 | 15,74 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 21 138 | 1 502 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 117 783 | 140,54 | 8 367 | 166,21 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 28 636 | 2 034 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 229 | 514 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 750 | 337 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 7 358 | 18,45 | 523 | 31,16 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 521 868 | 14,38 | 37 074 | 26,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 046 | 74 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 765 | 1,87 | 1 759 | 12,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 132 723 | 7,30 | 9 429 | 18,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 279 647 | 19 866 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 402 927 | 28 624 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 62 100 | 91,46 | 4 412 | 111,86 |
