Echo Wealth Management, LLC Purchases in Q3 2024

Echo Wealth Management, LLC

  • $127 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
78.5K
+ 22.06%
$45.17 - $46.39 $3.55M - $3.64M
434K $20.1M
AVDE
American Centy ETF Tr Avantis

ETFs
18.2K
+ 12.46%
$60.09 - $67.67 $1.1M - $1.23M
165K $11M
AAPL
Apple Inc.

Technology
2.97K
+ 10.17%
$207.23 - $234.82 $615K - $697K
32.2K $7.49M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.22K
+ 6.88%
$74.26 - $78.84 $536K - $570K
112K $8.79M
UBER
Uber Technologies, Inc

Technology
11.4K
New
$58.48 - $77.47 $666K - $883K
11.4K $856K
AFL
Aflac Inc

Financial Services
7.03K
New
$88.52 - $111.8 $622K - $786K
7.03K $785K
AVLV
American Centy ETF Tr Avantis
262
+ 0.18%
$60.05 - $65.83 $15.7K - $17.2K
148K $9.73M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.56K
+ 7.44%
$74.85 - $82.2 $191K - $210K
36.9K $3M
MMM
3 M CO

Industrials
1.7K
New
$99.69 - $139.42 $169K - $237K
1.7K $232K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
178
+ 0.29%
$36.02 - $41.68 $6.41K - $7.42K
61.4K $2.53M
AMZN
Amazon Com Inc

Consumer Cyclical
1.46K
+ 17.2%
$161.02 - $200.0 $235K - $292K
9.95K $1.85M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.39K
+ 2.71%
$29.58 - $30.31 $41.2K - $42.2K
52.8K $1.6M
HNST
Honest Company, Inc.

Consumer Cyclical
500
+ 0.65%
$2.74 - $4.67 $1.37K - $2.34K
77.2K $274K
NVDA
Nvidia Corp

Technology
341
+ 16.39%
$98.91 - $134.91 $33.7K - $46K
2.42K $294K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
43
+ 0.11%
$40.6 - $42.32 $1.75K - $1.82K
40.9K $1.73M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
123
+ 2.05%
$46.67 - $50.52 $5.74K - $6.21K
6.13K $309K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4
+ 0.03%
$23.78 - $25.04 $95.1 - $100
12.7K $318K
JGRO
J P Morgan Exchange Traded Fd
1.83K
+ 5.32%
N/A
36.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.6K
+ 5.45%
N/A
398K $0
J P Morgan Exchange Traded F
3.9K
+ 8.08%
N/A
52.2K $0
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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