Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Mid Cap Equity ETF inkluderar Palo Alto Wealth Advisors, Llc, Elwood & Goetz Wealth Advisory Group, LLC, Balance Wealth, LLC, Citadel Advisors Llc, CFS Investment Advisory Services, LLC, Wealth Management Partners, LLC, Avondale Wealth Management, Ameritas Advisory Services, LLC, Assetmark, Inc, och Raymond James Financial Inc .
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 | Wealth Management Partners, LLC | 3 186 | 213 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 137 | 9 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 58 783 | 14,20 | 4 024 | 26,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 415 | 9,07 | 1 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 170 013 | 15,61 | 11 253 | 23,47 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 17 615 | 38,11 | 1 166 | 47,47 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 9 961 | 380,51 | 659 | 414,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 95 774 | 21,98 | 6 339 | 30,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 62 | 4 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 219 107 | 3,55 | 14 503 | 10,58 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 10 561 | 158,78 | 699 | 177,38 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9 067 | 32,87 | 600 | 42,18 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 3 341 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29 | 2 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 524 | 32,54 | 697 | 41,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 848 | 207,11 | 1 115 | 227,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 073 | 232,94 | 203 | 256,14 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 33 547 | 2 220 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 36 879 | 40,85 | 2 441 | 50,49 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 14 171 | 9,25 | 938 | 16,69 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 2 025 | 134 | ||||||
| 2025-08-12 | 13F | American Century Companies Inc | 118 620 | 7,41 | 7 851 | 14,71 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 8 877 | 67,11 | 588 | 78,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 961 | 64 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 32 543 | 2 154 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 731 | 710 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 685 911 | 4,42 | 45 400 | 11,51 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 114 192 | 20,37 | 7 311 | 17,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 645 | 62,66 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 53 688 | 104,40 | 3 554 | 118,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11 911 | 38,60 | 788 | 48,12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 645 | 62,66 | 771 | 73,81 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 53 170 | 3 519 |
