Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans American Century ETF Trust - Avantis Responsible International Equity ETF comprennent Maseco Llp, TCG Advisory Services, LLC, AlTi Global, Inc., Steward Partners Investment Advisory, Llc, Fmb Wealth Management, Pathstone Holdings, LLC, Mercer Global Advisors Inc /adv, Caliber Wealth Management, LLC / KS, Axxcess Wealth Management, Llc, Stephens Consulting, LLC, et CIBC Private Wealth Group, 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.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet Asset Management Inc | 14 293 | 108,23 | 966 | 134,79 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 007 | 1,72 | 68 | 15,25 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 049 | 206 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3 390 | 229 | ||||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 3 964 | 1,72 | 268 | 14,59 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 176 | 282 | ||||||
2025-07-31 | 13F | Opes Wealth Management LLC | 13 654 | 14,84 | 922 | 29,31 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13 510 | 913 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 207 501 | 9,82 | 14 017 | 23,67 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2 494 | 64,95 | 168 | 95,35 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 4 073 | 1,72 | 275 | 14,58 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579 | 43,32 | 39 | 62,50 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 9 021 | 29,30 | 610 | 39,59 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 3 624 | 1,68 | 245 | 14,55 | ||||
2025-08-12 | 13F | LPL Financial LLC | 32 867 | 483,78 | 2 220 | 558,75 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 661 | 33,27 | 45 | 51,72 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 463 | 1,31 | 31 | 14,81 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58 689 | 2,01 | 4 | 0,00 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 4 747 | 321 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 | 0 | ||||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 216 488 | 6,42 | 14 624 | 19,86 | ||||
2025-08-01 | 13F | Riverwater Partners LLC | 52 288 | 38,91 | 3 532 | 56,49 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 656 | 450 | ||||||
2025-07-31 | 13F | AlTi Global, Inc. | 15 998 | 1 081 | ||||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 26 228 | 0,03 | 1 772 | 12,66 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 13 072 | 27,35 | 881 | 42,63 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 26 496 | 10,09 | 1 790 | 23,98 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5 514 | 17,49 | 372 | 32,38 | ||||
2025-07-15 | 13F | Maseco Llp | 660 004 | 44 577 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 10 026 | 54,70 | 677 | 74,48 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 30 234 | 2 042 | ||||||
2025-07-25 | 13F | Stephens Consulting, LLC | 183 | 12 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 4 947 | 102,75 | 334 | 128,77 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 263 | 13 050,00 | 18 | 21,43 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 12 699 | 0,02 | 858 | 12,61 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 5 529 | 374 |