Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis All Equity Markets ETF meliputi Hutchens & Kramer Investment Management Group, LLC, SYM FINANCIAL Corp, Fonville Wealth Management LLC, Annandale Capital, LLC, Vista Capital Partners, Inc., dan Cwm, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Pacific Asset Management, LLC | 46,083 | 27.87 | 3,571 | 39.18 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 30,390 | 8.57 | 2,355 | 18.17 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,600 | 79.57 | 124 | 98.39 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3,504 | 17.54 | 0 | |||||
2025-07-16 | 13F | Meredith Wealth Planning | 146,880 | 45.11 | 11,380 | 57.95 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8,901 | 0.82 | 690 | 9.71 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 22,621 | 1,761 | ||||||
2025-08-13 | 13F | Annandale Capital, LLC | 2,700 | 0 | ||||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,025 | 12.89 | 79 | 23.44 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 70,462 | 49.51 | 5,459 | 62.71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 93 | 9.41 | 7 | 16.67 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,644 | 205 | ||||||
2025-07-03 | 13F | Lam Group, Inc. | 11,751 | 6.30 | 910 | 15.78 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2,223 | 103.01 | 172 | 126.32 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8,453 | 0.65 | 655 | 9.55 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 711 | 0.85 | 55 | 10.00 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 71,539 | 2.43 | 5,543 | 11.46 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 24,659 | 4.30 | 1,911 | 13.49 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 163,928 | 4.80 | 12,701 | 14.06 | ||||
2025-08-12 | 13F | LPL Financial LLC | 77,634 | 7.36 | 6,015 | 16.86 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 13,153 | 31.28 | 1,019 | 42.92 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,233 | 483 | ||||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 35,693 | 59.19 | 2,765 | 73.25 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 25,483 | 10.03 | 2 | 0.00 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 21,793 | 57.70 | 1,689 | 71.72 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 6,233 | 483 | ||||||
2025-07-17 | 13F | Oceanside Advisors LLC | 15,919 | 3.34 | 1,233 | 12.50 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 25,722 | 7.64 | 1,993 | 17.11 | ||||
2025-07-16 | 13F | Plancorp, LLC | 9,192 | 14.44 | 712 | 24.69 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 4,840 | 1.87 | 375 | 10.65 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 10,459 | 1.22 | 810 | 10.20 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 68,166 | 7.03 | 5,281 | 16.50 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 8,250 | 0.11 | 639 | 9.04 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 39,144 | 29.13 | 3,074 | 44.14 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 140 | 174.51 | 11 | 233.33 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 35,191 | 13.49 | 2,727 | 23.52 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 385 | 0.79 | 30 | 7.41 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 663 | 309.26 | 51 | 363.64 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 18,504 | 3.14 | 1,434 | 12.22 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 25,424 | 58.87 | 1,970 | 72.87 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 100 | 63.93 | 8 | 75.00 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 28,122 | 15.74 | 2,179 | 25.97 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,995 | 5.62 | 464 | 14.85 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 5,793 | 3.39 | 452 | 12.75 | ||||
2025-07-25 | 13F | Cwm, Llc | 59 | 0 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33,073 | 4.99 | 2,563 | 14.27 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 21,859 | 1,694 | ||||||
2025-08-08 | 13F | Creative Planning | 8,239 | 0.73 | 638 | 9.62 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 8,193 | 20.49 | 635 | 30.99 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 8,582 | 12.80 | 665 | 22.74 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5,193 | 7.69 | 402 | 17.20 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 3,552 | 5.24 | 253 | 3.28 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3,510 | 11.57 | 279 | 30.37 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,536 | 2.96 | 197 | 12.00 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 2,723 | 211 | ||||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 718 | 50.52 | 56 | 66.67 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 62,581 | 2.96 | 4,849 | 12.04 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 16,598 | 23,955.07 | 1,286 | 23.54 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 723 | 0.28 | 56 | 9.80 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 1,149 | 2.41 | 89 | 12.66 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 22,546 | 1,747 |