Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Echo Wealth Management, LLC
- $118 Million
- Q2 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 91,298 shares of AVEM stock, worth $5.98 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
91,298
Previous 87,418
4.44%
Holding current value
$5.98 Million
Previous $5.07 Million
10.09%
% of portfolio
4.74%
Previous 4.73%
Shares
7 transactions
Others Institutions Holding AVEM
# of Institutions
426Shares Held
86.4MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$929 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$535 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$203 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$146 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$146 Million5.0% of portfolio