Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Echo Wealth Management, LLC
- $131 Million
- Q1 2025
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 76,453 shares of AVEM stock, worth $4.6 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
76,453
Previous 90,953
15.94%
Holding current value
$4.6 Million
Previous $5.35 Million
13.97%
% of portfolio
3.5%
Previous 4.18%
Shares
10 transactions
Others Institutions Holding AVEM
# of Institutions
559Shares Held
124MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$997 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$897 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$483 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$300 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio