AVDE — AMERICAN CENTY ETF TR

Ownership history in Echo Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in AMERICAN CENTY ETF TR (AVDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.62% (2025 Q4)
Avg. % of fund
6.99%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 262,526 +31,080 +13.4% 12.62% $21.6M $82.23
2025 Q3 ADDED 231,446 +6,827 +3.0% 10.66% $18.3M $77.91
2025 Q2 ADDED 224,619 +42,018 +23.0% 10.19% $16.6M $73.08
2025 Q1 ADDED 182,601 +2,064 +1.1% 8.18% $12.1M $64.32
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVDE price (monthly, adj. close)

Other funds also holding AVDE

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 18.02% Oak Root LLC 14.2% Yardley Wealth Management LLC 13.14% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 10.34% GRAND WEALTH MANAGEMENT, LLC 3Y 10.16% ACT Advisors, LLC. 3Y 10.1% BCR Wealth Strategies, LLC 3Y 9.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 8.8% Trellis Wealth Advisors LLC 8.1% Align Financial, LLC 7.87%
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