Echo Wealth Management, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Echo Wealth Management, LLC
- $144 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding DFEB
# of Institutions
141Shares Held
6.38MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$74.3 Million2.27% of portfolio
-
Commonwealth Equity Services, LLC528KShares$23.9 Million0.03% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX244KShares$11 Million2.66% of portfolio
-
Cwm, LLC208KShares$9.43 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$9.25 Million0.02% of portfolio