Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - American Century Diversified Corporate Bond ETF inkluderar Gallagher Fiduciary Advisors, LLC, Atria Investments Llc, Comprehensive Wealth Management, LLC, Arq Wealth Advisors, Llc, Golden State Wealth Management, LLC, Ballast, Inc., Atomi Financial Group, Inc., Morey & Quinn Wealth Partners, LLC, Atria Wealth Solutions, Inc., och Nova 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 154 777 | 3,60 | 7 285 | 4,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32 741 | 47,68 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84 448 | 1,33 | 3 975 | 2,03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 547 | 36,83 | 496 | 37,78 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 962 573 | 45 308 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 316 | 7,85 | 15 | 7,69 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 147 | 521,94 | 148 | 543,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 477 815 | 6,21 | 22 491 | 6,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 248 191 | 12,70 | 11 682 | 13,49 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 22 555 | 42,62 | 1 062 | 43,57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 57 052 | 29,77 | 2 685 | 30,72 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 19 805 | 1,90 | 932 | 2,64 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 197 | 0,64 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 321 271 | 0,79 | 15 122 | 1,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 226 055 | 3,06 | 57 710 | 3,79 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 019 | 377 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74 551 | 0,11 | 3 509 | 0,83 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 210 116 | 9 821 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 40 239 | 42,28 | 1 894 | 43,38 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5 482 | 258 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 958 522 | 45 118 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 521 | 1,17 | 25 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 750 | 35 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 741 | 1 070 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 798 | 226 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 164 187 | 7 728 | ||||||
| 2025-07-24 | 13F | Lindenwold Advisors | 131 447 | 12,78 | 6 187 | 13,59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 492 628 | 12,73 | 70 258 | 13,52 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 319 044 | 47,64 | 15 017 | 48,68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 775 | 601 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 614 | 67,78 | 76 | 70,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153 756 | 16,90 | 7 237 | 17,73 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11 850 | 558 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 273 | 295 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 153 391 | 195,77 | 7 220 | 197,85 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 15 822 | 115,76 | 745 | 117,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88 008 | 52,50 | 4 143 | 53,58 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 522 960 | 24 616 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 192 | 202,24 | 197 | 207,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 31 305 | 66,50 | 1 467 | 66,97 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 21 053 | 3,09 | 991 | 3,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16 051 | 36,57 | 756 | 37,52 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 15 822 | 745 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 56 706 | 2 669 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85 625 | 2,86 | 4 030 | 3,60 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 19 532 | 0,77 | 919 | 1,55 |
