Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Real Estate ETF inkluderar Sentinel Wealth Management, Inc., BLVD Private Wealth, LLC, B&D White Capital Company, LLC, Kestra Advisory Services, LLC, Avantax Planning Partners, Inc., och Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 179 963 | 18,08 | 7 947 | 21,24 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 474 | 389,30 | 153 | 410,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 122 516 | 437,61 | 5 410 | 452,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 195 339 | 1,77 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 79 896 | 4,61 | 3 528 | 7,40 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4 985 | 5,55 | 220 | 8,37 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 538 | 245 | ||||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 335 323 | 9,69 | 14 835 | 10,55 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 116 003 | 1,63 | 5 123 | 4,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 27 273 | 0,18 | 1 204 | 2,91 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 13 363 | 5,51 | 590 | 8,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 | 1 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 29 186 | 4,10 | 1 289 | 6,89 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88 126 | 13,37 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 326 364 | 7,24 | 14 239 | 16,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 5 631 | 0,27 | 249 | 2,90 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 60 836 | 3 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 61 291 | 13,37 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47 599 | 48,82 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 810 | 174,66 | 79 | 182,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 137 | 271 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 121 431 | 63,97 | 5 286 | 67,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 307 010 | 0,99 | 13 558 | 3,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 237 | 10 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 147 258 | 4,85 | 6 503 | 7,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41 341 | 5,70 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 179 227 | 11,19 | 7 915 | 14,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 450 | 92,67 | 903 | 98,03 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 9 769 | 3,95 | 431 | 6,68 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 207 576 | 113,39 | 9 167 | 119,13 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 199 629 | 46,96 | 8 816 | 50,89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 090 | 9,95 | 887 | 12,99 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 23 305 | 58,26 | 1 029 | 62,56 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 20 386 | 0,85 | 900 | 3,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 653 | 173,18 | 824 | 180,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 133 403 | 8,33 | 5 891 | 11,23 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 305 545 | 9,03 | 13 493 | 11,94 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 6 890 | 2,18 | 304 | 4,83 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 66 304 | 8,18 | 2 928 | 11,08 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 11 501 | 17,92 | 508 | 21,00 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 24 437 | 7,36 | 1 079 | 10,33 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9 892 | 84,14 | 437 | 88,74 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 74 | 10,45 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 10 790 | 66,64 | 476 | 71,22 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 322 564 | 464,44 | 14 244 | 479,73 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 758 | 0,72 | 254 | 3,67 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 234 465 | 3,75 | 10 354 | 6,51 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 337 781 | 2,10 | 14 916 | 4,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 730 | 8,92 | 562 | 11,95 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 22 943 | 1 013 | ||||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 200 779 | 1,39 | 51 427 | 4,23 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 16 062 | 21,55 | 709 | 24,82 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 97 | 4 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 7 368 | 1,15 | 325 | 3,83 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 185 | 1,09 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 249 747 | 8,54 | 11 029 | 11,44 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 347 779 | 7,24 | 15 358 | 10,11 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 326 | 48 318,18 | 235 | 11,37 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 8 332 | 0,01 | 369 | 1,10 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 419 | 3,36 | 372 | 6,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 40 874 | 15,61 | 1 805 | 18,68 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 103 133 | 0,29 | 4 554 | 2,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12 560 | 248,31 | 555 | 257,42 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 116 | 22,77 | 712 | 26,02 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 128 539 | 7,75 | 5 698 | 10,45 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 52 427 | 3,26 | 2 315 | 6,05 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 26 838 | 5,13 | 1 185 | 8,02 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 20 178 | 178,78 | 891 | 186,50 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 314 040 | 2,47 | 13 868 | 5,22 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 5 800 | 10,12 | 256 | 13,27 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 229 823 | 3,81 | 10 149 | 6,59 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 39 054 | 1 725 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 23 556 | 95,00 | 1 040 | 100,39 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 10 681 | 472 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 126 027 | 21,04 | 5 565 | 24,27 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7 574 | 0,73 | 334 | 3,41 |
