Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Short-Term Fixed Income ETF inkluderar Maseco Llp, och Investment Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 1 009 | 0,20 | 47 | 0,00 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 69 714 | 25,91 | 3 279 | 26,71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 602 | 1 157,00 | 122 | 1 255,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65 191 | 6,28 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 32 879 | 4,52 | 1 546 | 5,17 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 61 451 | 0,48 | 2 890 | 1,12 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 654 | 0,38 | 1 206 | 1,01 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 503 878 | 92,17 | 23 697 | 93,37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 32 578 | 7,11 | 1 532 | 7,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 120 | 37,55 | 946 | 38,51 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14 909 | 12,54 | 701 | 13,25 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 37 587 | 0,29 | 1 768 | 0,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 43 609 | 8,23 | 2 051 | 8,87 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 566 243 | 73 668 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 32 711 | 10,66 | 1 538 | 11,37 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 042 | 1,62 | 424 | 2,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 144 943 | 5,61 | 6 817 | 6,27 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 502 977 | 2,92 | 70 347 | 3,65 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 39 532 | 7,63 | 1 859 | 8,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 36 321 | 20,77 | 1 708 | 21,57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 143 000 | 8,70 | 6 725 | 9,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35 467 | 21,28 | 1 668 | 22,02 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 503 878 | 92,17 | 23 697 | 93,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1 299 366 | 110,41 | 61 109 | 111,72 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 24 168 | 2,28 | 1 137 | 2,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 69 971 | 3,67 | 3 291 | 4,31 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 663 499 | 1,50 | 125 | 2,46 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 300 | 202 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 13 690 | 11,51 | 644 | 12,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 912 | 0,29 | 419 | 1,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 356 594 | 1,15 | 16 771 | 1,78 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 310 | 26,02 | 15 | 27,27 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 77 650 | 9,69 | 3 652 | 10,37 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 20 271 | 2,16 | 953 | 2,80 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 55 404 | 1,52 | 2 606 | 1,88 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 276 | 1,09 | 248 | 2,06 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 31 076 | 31,73 | 1 461 | 32,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 204 094 | 5,62 | 10 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 56 498 | 0,31 | 2 657 | 0,95 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 36 453 | 39,18 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 433 521 | 6,20 | 20 388 | 6,86 |
