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

Echo Wealth Management, LLC

$128 Million
Q4 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 102,141 shares of AVUV stock, worth $8.88 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares

102,141

Previous 101,104 1.03%

Holding current value

$8.88 Million

Previous $9.7 Million 1.64%

% of portfolio

7.7%

Previous 7.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$94.37 - $106.41 $97,861 - $110,347	1,037 Added 1.03%	102,141 $9.86 Million
Q3 2024 Oct 18, 2024	SELL	$88.24 - $99.7 $57,620 - $65,104	-653 Reduced 0.64%	101,104 $9.7 Million
Q2 2024 Jul 17, 2024	BUY	$86.93 - $93.77 $871,647 - $940,231	10,027 Added 10.93%	101,757 $9.13 Million
Q1 2024 Apr 22, 2024	BUY	$84.87 - $93.71 $2.75 Million - $3.04 Million	32,401 Added 54.61%	91,730 $8.6 Million
Q4 2023 Jan 17, 2024	BUY	$73.38 - $91.25 $414,817 - $515,836	5,653 Added 10.53%	59,329 $5.33 Million
Q3 2023 Oct 20, 2023	BUY	$75.9 - $84.23 $137,454 - $152,540	1,811 Added 3.49%	53,676 $4.18 Million
Q2 2023 Jul 31, 2023	SELL	$69.33 - $77.71 $101,707 - $114,000	-1,467 Reduced 2.75%	51,865 $4.03 Million
Q1 2023 Apr 28, 2023	BUY	$70.61 - $84.06 $956,341 - $1.14 Million	13,544 Added 34.04%	53,332 $3.95 Million
Q4 2022 Jan 30, 2023	BUY	$68.43 - $80.54 $1.81 Million - $2.13 Million	26,472 Added 198.8%	39,788 $2.96 Million
Q3 2022 Nov 14, 2022	BUY	$65.42 - $79.96 $871,132 - $1.06 Million	13,316 New	13,316 $971,000

Others Institutions Holding AVUV

# of Institutions

841

Shares Held

111M

Call Options Held

7.5K

Put Options Held

13K

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.

Account

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