Echo Wealth Management, LLC First Tr ETF Viii Cboe Vest U Transaction History

Echo Wealth Management, LLC

$128 Million
Q4 2024

A detailed history of Echo Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Echo Wealth Management, LLC holds 6,000 shares of XDEC stock, worth $221,700. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,000

Previous 7,319 18.02%

Holding current value

$221,700

Previous $269,000 17.1%

% of portfolio

0.17%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$36.71 - $37.55 $48,420 - $49,528	-1,319 Reduced 18.02%	6,000 $223,000
Q3 2024 Oct 18, 2024	SELL	$35.43 - $36.8 $16,014 - $16,633	-452 Reduced 5.82%	7,319 $269,000
Q2 2024 Jul 17, 2024	SELL	$34.77 - $36.07 $46,661 - $48,405	-1,342 Reduced 14.73%	7,771 $280,000
Q1 2024 Apr 22, 2024	SELL	$33.88 - $35.27 $17,278 - $17,987	-510 Reduced 5.3%	9,113 $321,000
Q3 2023 Oct 20, 2023	SELL	$32.55 - $33.24 $45,862 - $46,835	-1,409 Reduced 12.77%	9,623 $316,000
Q2 2023 Jul 31, 2023	SELL	$31.19 - $32.63 $22,955 - $24,015	-736 Reduced 6.25%	11,032 $359,000
Q1 2023 Apr 28, 2023	BUY	$29.62 - $31.22 $103,284 - $108,864	3,487 Added 42.11%	11,768 $367,000
Q4 2022 Jan 30, 2023	BUY	$27.53 - $30.1 $227,975 - $249,258	8,281 New	8,281 $246,000

Others Institutions Holding XDEC

# of Institutions

Shares Held

5.15M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII CBOE VEST U

Ticker XDEC
Sector ETFs
Industry ETFs

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Echo Wealth Management, LLC First Tr ETF Viii Cboe Vest U Transaction History