Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Echo Wealth Management, LLC holds 164,674 shares of AVDE stock, worth $10 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares

164,674

Previous 146,432 12.46%

Holding current value

$10 Million

Previous $9.12 Million 21.08%

% of portfolio

8.67%

Previous 7.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$60.09 - $67.67 $1.1 Million - $1.23 Million	18,242 Added 12.46%	164,674 $11 Million
Q2 2024 Jul 17, 2024	BUY	$61.17 - $65.29 $1.43 Million - $1.53 Million	23,370 Added 18.99%	146,432 $9.12 Million
Q1 2024 Apr 22, 2024	BUY	$58.3 - $63.83 $798,593 - $874,343	13,698 Added 12.53%	123,062 $7.84 Million
Q4 2023 Jan 17, 2024	BUY	$52.98 - $60.62 $2.2 Million - $2.52 Million	41,600 Added 61.39%	109,364 $6.61 Million
Q3 2023 Oct 20, 2023	BUY	$55.54 - $59.61 $643,708 - $690,879	11,590 Added 20.63%	67,764 $3.77 Million
Q2 2023 Jul 31, 2023	SELL	$55.68 - $59.23 $83,464 - $88,785	-1,499 Reduced 2.6%	56,174 $3.22 Million
Q1 2023 Apr 28, 2023	BUY	$53.37 - $58.39 $221,378 - $242,201	4,148 Added 7.75%	57,673 $3.29 Million
Q4 2022 Jan 30, 2023	BUY	$45.5 - $54.96 $2.44 Million - $2.94 Million	53,525 New	53,525 $2.85 Million

Others Institutions Holding AVDE

# of Institutions

359

Shares Held

67M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

More about AVDE

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Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History