Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Responsible U.S. Equity ETF inkluderar Maseco Llp, AlTi Global, Inc., Mercer Global Advisors Inc /adv, Henrickson Nauta Wealth Advisors, Inc., och Team Hewins, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2 160 | 0,28 | 148 | 10,45 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 50 529 | 3 466 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 387 | 44,33 | 95 | 61,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 716 | 152,67 | 2 519 | 177,92 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 4 109 | 4,45 | 282 | 14,69 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 70 740 | 8,41 | 4 853 | 19,24 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 320 | 70,10 | 91 | 87,50 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 32 974 | 0,25 | 2 262 | 10,29 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2 490 | 6,82 | 171 | 18,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5 207 | 0,19 | 357 | 10,19 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 984 | 0,31 | 67 | 9,84 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 91 791 | 34,80 | 6 297 | 48,28 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 38 440 | 12,44 | 2 637 | 23,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 343 846 | 5,20 | 23 588 | 15,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 131 277 | 472,66 | 9 006 | 530,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 115 637 | 1,80 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 957 | 957 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 4 909 | 0,29 | 337 | 10,16 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 15 881 | 2,51 | 1 089 | 12,73 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 2 059 | 22,20 | 141 | 34,29 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 28 050 | 16,44 | 1 924 | 28,10 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 607 | 61,87 | 42 | 78,26 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9 156 | 2,05 | 628 | 12,34 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 46 353 | 4,88 | 3 180 | 15,35 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 138 582 | 0,50 | 9 667 | 12,42 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 23 573 | 30,22 | 1 629 | 43,65 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 10 688 | 41,96 | 751 | 62,20 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5 900 | 405 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1 230 145 | 84 290 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 8 205 | 149,01 | 563 | 174,15 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 13 524 | 12,28 | 928 | 23,44 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 4 785 | 328 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 16 884 | 22,56 | 1 158 | 34,81 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 117 432 | 15,77 | 8 056 | 27,35 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 983 | 73,75 | 753 | 91,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24 658 | 81,38 | 1 692 | 99,65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 708 | 0,11 | 323 | 9,90 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5 986 | 1,56 | 411 | 11,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 686 | 1 899 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 2 174 | 43 380,00 | 149 | 7,19 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 11 118 | 80,40 | 763 | 98,44 |
