Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Echo Wealth Management, LLC
- $107 Million
- Q1 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 88,399 shares of AVUS stock, worth $8.01 Million. This represents 7.39% of its overall portfolio holdings.
Number of Shares
88,399
Previous 94,752
6.7%
Holding current value
$8.01 Million
Previous $7.73 Million
2.38%
% of portfolio
7.39%
Previous 8.11%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$270 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio