Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis U.S. Large Cap Equity ETF meliputi Ridgeline Wealth, LLC, Jpmorgan Chase & Co, Resources Investment Advisors, LLC., Global Strategic Investment Solutions, LLC, ShankerValleau Wealth Advisors, Inc., Seeds Investor Llc, Mendota Financial Group, LLC, MAI Capital Management, Buckingham Strategic Partners, WealthPlan Investment Management, LLC, Pacific Asset Management, LLC, BLVD Private Wealth, LLC, O'shaughnessy Asset Management, Llc, Ameritas Advisory Services, LLC, dan Asset Dedication, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Ridgeline Wealth, LLC | 411,475 | 29,231 | ||||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 38,872 | 49.85 | 2,761 | 65.83 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,676 | 2.81 | 1,289 | 16.34 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 4,480 | 318 | ||||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 21,000 | 73.91 | 1,492 | 92.39 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,857 | 132 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 479,854 | 8.04 | 34,089 | 19.55 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 3,280 | 233 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 37,325 | 2.75 | 2,652 | 13.68 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 57,833 | 15.40 | 4,108 | 27.70 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 213,031 | 0.62 | 15,134 | 11.34 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 9,229 | 230.08 | 656 | 265.92 | ||||
2025-08-12 | 13F | MAI Capital Management | 9,385 | 667 | ||||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 15,357 | 11.59 | 1,091 | 23.56 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 187,766 | 13,339 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 61 | 4 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 307,839 | 55.13 | 21,869 | 71.66 | ||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 81,735 | 5,806 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 823 | 25.27 | 58 | 38.10 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 71,860 | 324.88 | 5,105 | 370.41 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4,750 | 337 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 54,949 | 21.13 | 3,904 | 34.03 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 40,557 | 1,051.86 | 2,881 | 1,174.78 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4,543 | 323 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 717,174 | 111.86 | 50,948 | 134.43 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 111,024 | 20.22 | 7,887 | 33.02 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 82,995 | 3.67 | 6 | 0.00 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 130,757 | 6.58 | 9,289 | 17.93 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 228,760 | 59.07 | 16,251 | 76.03 | ||||
2025-07-16 | 13F | Plancorp, LLC | 34,155 | 4.61 | 2,426 | 15.74 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 21,138 | 1,502 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 117,783 | 140.54 | 8,367 | 166.21 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 28,636 | 2,034 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 7,229 | 514 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 4,750 | 337 | ||||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 7,358 | 18.45 | 523 | 31.16 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 521,868 | 14.38 | 37,074 | 26.56 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,046 | 74 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24,765 | 1.87 | 1,759 | 12.76 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 132,723 | 7.30 | 9,429 | 18.74 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 279,647 | 19,866 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 402,927 | 28,624 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 62,100 | 91.46 | 4,412 | 111.86 |