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Get Institutions for : 
American Century Sustainable Equity Etf (ESGA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    0
Total shares held : 
2,682,019  
% of shares held : 
29.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
107,660  
% of shares held change : 
  1.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 13,451
 0.5%
 
Increased Positions :
3
 105,480
 3.93%
 
Unchanged Positions :
5
 4,017
 0.15%
 
Decreased Positions :
4
-9,831
-0.37%
 
Closed Positions :
3
-1,440
-0.05%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ENVESTNET ASSET MANAGEMENT INC 304 - 2024-03-31 2,424,981 $159,705,000 32,449
   MERRIMAN WEALTH MANAGEMENT, LLC 22 - 2024-03-31 227,899 $15,009,000 8,075
   Kestra Advisory Services LLC 961 - 2024-03-31 25,256 $1,663,000 2,128
   FINANCIAL COUNSELORS INC 287 - 2024-03-31 24,433 $1,609,000 14,735
   CRA Financial Services LLC 167 - 2024-03-31 4,925 $324,000 675
   COMMONWEALTH EQUITY SERVICES LLC. 3424 - 2024-03-31 3,714 $245,000 283
   ROYAL BANK OF CANADA 4038 - 2024-03-31 3,461 $228,000 3,023

  7 Records found
  1    
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