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 90,953 shares of AVEM stock, worth $5.43 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

90,953

Previous 89,324 1.82%

Holding current value

$5.43 Million

Previous $5.77 Million 7.33%

% of portfolio

4.18%

Previous 4.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$58.59 - $66.14 $95,443 - $107,742	1,629 Added 1.82%	90,953 $5.35 Million
Q3 2024 Oct 18, 2024	SELL	$57.2 - $65.59 $112,912 - $129,474	-1,974 Reduced 2.16%	89,324 $5.77 Million
Q2 2024 Jul 17, 2024	BUY	$56.42 - $62.42 $218,909 - $242,189	3,880 Added 4.44%	91,298 $5.58 Million
Q1 2024 Apr 22, 2024	SELL	$53.02 - $58.54 $9,808 - $10,829	-185 Reduced 0.21%	87,418 $5.07 Million
Q4 2023 Jan 17, 2024	BUY	$51.0 - $56.39 $124,695 - $137,873	2,445 Added 2.87%	87,603 $4.94 Million
Q3 2023 Oct 20, 2023	BUY	$52.44 - $57.3 $271,534 - $296,699	5,178 Added 6.47%	85,158 $4.5 Million
Q2 2023 Jul 31, 2023	SELL	$51.46 - $55.92 $207,075 - $225,022	-4,024 Reduced 4.79%	79,980 $4.3 Million
Q1 2023 Apr 28, 2023	BUY	$50.27 - $56.2 $409,901 - $458,254	8,154 Added 10.75%	84,004 $4.44 Million
Q4 2022 Jan 30, 2023	BUY	$44.87 - $52.64 $3.4 Million - $3.99 Million	75,850 New	75,850 $3.83 Million

Others Institutions Holding AVEM

# of Institutions

475

Shares Held

101M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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