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 180,537 shares of AVDE stock, worth $11.5 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares
180,537
Previous 164,674 9.63%
Holding current value
$11.5 Million
Previous $11 Million 0.37%
% of portfolio
8.66%
Previous 8.67%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$60.9 - $66.69 $966,056 - $1.06 Million
15,863 Added 9.63%
180,537 $11.1 Million
Q3 2024

Oct 18, 2024
BUY
$60.09 - $67.67 $1.1 Million - $1.23 Million
18,242 Added 12.46%
164,674 $11 Million
Q2 2024

Jul 17, 2024
BUY
$61.17 - $65.29 $1.43 Million - $1.53 Million
23,370 Added 18.99%
146,432 $9.12 Million
Q1 2024

Apr 22, 2024
BUY
$58.3 - $63.83 $798,593 - $874,343
13,698 Added 12.53%
123,062 $7.84 Million
Q4 2023

Jan 17, 2024
BUY
$52.98 - $60.62 $2.2 Million - $2.52 Million
41,600 Added 61.39%
109,364 $6.61 Million
Q3 2023

Oct 20, 2023
BUY
$55.54 - $59.61 $643,708 - $690,879
11,590 Added 20.63%
67,764 $3.77 Million
Q2 2023

Jul 31, 2023
SELL
$55.68 - $59.23 $83,464 - $88,785
-1,499 Reduced 2.6%
56,174 $3.22 Million
Q1 2023

Apr 28, 2023
BUY
$53.37 - $58.39 $221,378 - $242,201
4,148 Added 7.75%
57,673 $3.29 Million
Q4 2022

Jan 30, 2023
BUY
$45.5 - $54.96 $2.44 Million - $2.94 Million
53,525 New
53,525 $2.85 Million

Others Institutions Holding AVDE

# of Institutions
370
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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