Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Mid Cap Value ETF inkluderar CI Private Wealth, LLC, Peapack Gladstone Financial Corp, Jane Street Group, Llc, Seeds Investor Llc, Stegent Equity Advisors, Inc., Global Retirement Partners, LLC, Private Trust Co Na, och New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13 854 | 25,57 | 906 | 33,68 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 110 242 | 9,92 | 7 382 | 34,49 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 22 934 | 17,20 | 1 499 | 24,71 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 122 162 | 59,69 | 7 987 | 69,95 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23 046 | 11,62 | 1 564 | 24,92 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 139 326 | 4,98 | 9 109 | 11,71 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 138 675 | 0,80 | 9 287 | 13,98 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 794 | 230,83 | 52 | 264,29 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 6 109 | 54,66 | 399 | 64,88 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 7 533 | 0,94 | 493 | 7,42 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 429 561 | 9,12 | 28 085 | 16,12 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 191 | 732 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 36 235 | 2,02 | 2 369 | 8,57 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 3 120 | 204 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 109 373 | 20,59 | 7 151 | 28,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 789 | 20,61 | 444 | 28,41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 085 | 5,92 | 404 | 14,77 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 501 567 | 383,99 | 33 | 433,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 750 | 49 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 161 | 24,78 | 612 | 47,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 921 | 649 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 319 | 1 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 5 810 | 22,32 | 380 | 30,24 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 329 | 218 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 168 | 13,45 | 2 561 | 20,70 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 284 917 | 3,34 | 18 628 | 9,97 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 115 667 | 21,47 | 7 295 | 17,13 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 83 553 | 10,56 | 5 463 | 17,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 220 | 864 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6 933 | 453 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 22 043 | 33,38 | 1 441 | 41,97 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 84 211 | 12,33 | 5 506 | 19,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 272 | 27,53 | 1 979 | 35,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 8 047 | 526 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15 499 | 162,25 | 1 013 | 179,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 863 | 41,65 | 906 | 50,75 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 178 961 | 13,25 | 11 287 | 9,20 |
