Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in American Century ETF Trust - Avantis Responsible International Equity ETF includono 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, e CIBC Private Wealth Group, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |