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 147,027 shares of AVLV stock, worth $8.92 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares

147,027

Previous 147,789 0.52%

Holding current value

$8.92 Million

Previous $9.73 Million 0.9%

% of portfolio

7.67%

Previous 7.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$65.51 - $71.22 $49,918 - $54,269	-762 Reduced 0.52%	147,027 $9.82 Million
Q3 2024 Oct 18, 2024	BUY	$60.05 - $65.83 $15,733 - $17,247	262 Added 0.18%	147,789 $9.73 Million
Q2 2024 Jul 17, 2024	BUY	$60.74 - $64.14 $698,631 - $737,738	11,502 Added 8.46%	147,527 $9.27 Million
Q1 2024 Apr 22, 2024	BUY	$56.46 - $64.26 $73,567 - $83,730	1,303 Added 0.97%	136,025 $8.74 Million
Q4 2023 Jan 17, 2024	BUY	$49.96 - $58.08 $1.66 Million - $1.93 Million	33,287 Added 32.82%	134,722 $7.78 Million
Q3 2023 Oct 20, 2023	BUY	$52.22 - $56.04 $262,927 - $282,161	5,035 Added 5.22%	101,435 $5.34 Million
Q2 2023 Jul 31, 2023	SELL	$49.22 - $53.35 $215,091 - $233,139	-4,370 Reduced 4.34%	96,400 $5.14 Million
Q1 2023 Apr 28, 2023	BUY	$48.59 - $54.44 $351,597 - $393,927	7,236 Added 7.74%	100,770 $5.15 Million
Q4 2022 Jan 30, 2023	BUY	$45.92 - $53.52 $4.3 Million - $5.01 Million	93,534 New	93,534 $4.69 Million

Others Institutions Holding AVLV

# of Institutions

356

Shares Held

67.1M

Call Options Held

Put Options Held

100

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

More about AVLV

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