Echo Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Echo Wealth Management, LLC
- $152 Million
- Q3 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 116,590 shares of AVUV stock, worth $11.4 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
116,590
Previous 117,448
0.73%
Holding current value
$11.4 Million
Previous $10.7 Million
8.46%
% of portfolio
7.66%
Previous 7.41%
Shares
13 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio