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 88,241 shares of AVUS stock, worth $8.88 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares

88,241

Previous 88,736 0.56%

Holding current value

$8.88 Million

Previous $8.44 Million 1.3%

% of portfolio

6.68%

Previous 6.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$94.36 - $102.06 $46,708 - $50,519	-495 Reduced 0.56%	88,241 $8.55 Million
Q3 2024 Oct 18, 2024	SELL	$86.27 - $95.15 $331,708 - $365,851	-3,845 Reduced 4.15%	88,736 $8.44 Million
Q2 2024 Jul 17, 2024	BUY	$84.59 - $90.63 $353,755 - $379,014	4,182 Added 4.73%	92,581 $8.35 Million
Q1 2024 Apr 22, 2024	SELL	$79.93 - $89.5 $507,795 - $568,593	-6,353 Reduced 6.7%	88,399 $7.91 Million
Q4 2023 Jan 17, 2024	SELL	$69.78 - $82.0 $179,892 - $211,396	-2,578 Reduced 2.65%	94,752 $7.73 Million
Q3 2023 Oct 20, 2023	BUY	$72.72 - $78.49 $113,588 - $122,601	1,562 Added 1.63%	97,330 $7.13 Million
Q2 2023 Jul 31, 2023	SELL	$68.92 - $75.19 $266,513 - $290,759	-3,867 Reduced 3.88%	95,768 $7.2 Million
Q1 2023 Apr 28, 2023	BUY	$67.42 - $74.29 $55,419 - $61,066	822 Added 0.83%	99,635 $7.06 Million
Q4 2022 Jan 30, 2023	BUY	$63.25 - $72.69 $1.54 Million - $1.77 Million	24,408 Added 32.8%	98,813 $6.72 Million
Q3 2022 Nov 14, 2022	BUY	$62.35 - $74.13 $4.64 Million - $5.52 Million	74,405 New	74,405 $4.97 Million

Others Institutions Holding AVUS

# of Institutions

409

Shares Held

64.6M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
Industry ETFs

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