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 108,956 shares of AVUV stock, worth $9.01 Million. This represents 7.22% of its overall portfolio holdings.
Number of Shares
108,956
Previous 102,141
6.67%
Holding current value
$9.01 Million
Previous $9.86 Million
3.67%
% of portfolio
7.22%
Previous 7.7%
Shares
11 transactions
Others Institutions Holding AVUV
# of Institutions
838Shares Held
110MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$661 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$343 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$291 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$286 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$223 Million15.25% of portfolio