Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans American Century ETF Trust - Avantis All Equity Markets ETF comprennent Hutchens & Kramer Investment Management Group, LLC, SYM FINANCIAL Corp, Fonville Wealth Management LLC, Annandale Capital, LLC, Vista Capital Partners, Inc., et Cwm, Llc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
