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 (AVEM). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 102,188 | +24,256 | +31.1% | 4.60% | $7.9M | $76.97 |
| 2025 Q3 | ADDED | 77,932 | +185 | +0.2% | 3.42% | $5.9M | $73.91 |
| 2025 Q2 | ADDED | 77,747 | +1,294 | +1.7% | 3.27% | $5.3M | $67.45 |
| 2025 Q1 | REDUCED | 76,453 | -14,500 | -15.9% | 3.11% | $4.6M | $58.57 |
| 2024 Q4 | ADDED | 90,953 | +1,629 | +1.8% | 3.70% | $5.3M | $57.23 |
| 2024 Q3 | REDUCED | 89,324 | -1,974 | -2.2% | 4.01% | $5.7M | $61.56 |
| 2024 Q2 | ADDED | 91,298 | +3,880 | +4.4% | 4.20% | $5.6M | $58.22 |
| 2024 Q1 | REDUCED | 87,418 | -185 | -0.2% | 4.20% | $5.1M | $54.72 |
| 2023 Q4 | ADDED | 87,603 | +2,445 | +2.9% | 4.53% | $4.9M | $53.24 |
| 2023 Q3 | ADDED | 85,158 | +5,178 | +6.5% | 4.84% | $4.5M | $48.83 |
As of 2025 Q4 — sorted by position size