Echo Wealth Management, LLC Closed Holding Positions

Echo Wealth Management, LLC

$127 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
PNR Pentair PLC Industrials	Q2 2022 Filed on Jul 29, 2022	8,188	$43.9 - $54.88 $359K - $449K
VWO Vanguard Ftse Emerging Mkts Et ETFs	Q2 2022 Filed on Jul 29, 2022	5,069	$40.48 - $47.83 $205K - $242K
QUS Spdr Ser Tr Msci Usa Strategic ETFs	Q2 2022 Filed on Jul 29, 2022	1,775	$103.89 - $125.61 $184K - $223K
VBK Vanguard Small Cap Growth ETF ETFs	Q2 2022 Filed on Jul 29, 2022	941	$188.16 - $253.27 $177K - $238K
VTWO Vanguard Russell 2000 ETF ETFs	Q2 2022 Filed on Jul 29, 2022	2,781	$66.31 - $83.95 $184K - $233K
DEUS Xtrackers Russell Us Multifact ETFs	Q2 2022 Filed on Jul 29, 2022	6,980	$38.42 - $46.18 $268K - $322K
ZM Zoom Video Communications, Inc. Technology	Q4 2021 Filed on Jan 18, 2022	1,229	$181.81 - $285.66 $223K - $351K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q4 2021 Filed on Jan 18, 2022	3,840	$65.16 - $70.02 $250K - $269K
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	Q4 2021 Filed on Jan 18, 2022	6,248	$35.7 - $39.01 $223K - $244K
VUG Vanguard Growth ETF ETFs	Q3 2021 Filed on Oct 22, 2021	927	$286.49 - $308.98 $266K - $286K
IBDO Ishares Ibonds Dec 2023 Term C ETFs	Q2 2021 Filed on Jul 14, 2021	8,201	$26.04 - $26.14 $214K - $214K
Ishares Tr	Q2 2021 Filed on Jul 14, 2021	8,491	N/A
IVW Ishares S&P 500 Growth ETF ETFs	Q2 2021 Filed on Jul 14, 2021	3,260	$65.96 - $72.81 $215K - $237K
BIDU Baidu, Inc. Communication Services	Q2 2021 Filed on Jul 14, 2021	1,171	$179.3 - $226.77 $210K - $266K
SPTL Spdr Portfolio Long Term Treas ETFs	Q1 2021 Filed on Apr 07, 2021	22,903	$38.5 - $45.06 $882K - $1.03M
DFEB Ft Tr ETF Viii Ft Cboe Vest Us ETFs	Q1 2021 Filed on Apr 07, 2021	19,829	$32.18 - $33.19 $638K - $658K
FMAY First Tr Exch Tr Fd Viii Cboe Technology	Q1 2021 Filed on Apr 07, 2021	31,408	$34.31 - $35.22 $1.08M - $1.11M
SPSM Spdr Portfolio S&P 600 Small C ETFs	Q1 2021 Filed on Apr 07, 2021	6,457	$35.43 - $44.75 $229K - $289K

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