Ownership history in Echo Wealth Management, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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 | REDUCED | 84,421 | -32,169 | -27.6% | 5.03% | $8.6M | $101.72 |
| 2025 Q3 | REDUCED | 116,590 | -858 | -0.7% | 6.77% | $11.6M | $98.91 |
| 2025 Q2 | ADDED | 117,448 | +8,492 | +7.8% | 6.56% | $10.7M | $90.12 |
| 2025 Q1 | ADDED | 108,956 | +6,815 | +6.7% | 6.42% | $9.5M | $85.82 |
| 2024 Q4 | ADDED | 102,141 | +1,037 | +1.0% | 6.81% | $9.9M | $94.68 |
| 2024 Q3 | REDUCED | 101,104 | -653 | -0.6% | 6.73% | $9.6M | $93.71 |
| 2024 Q2 | ADDED | 101,757 | +10,027 | +10.9% | 6.88% | $9.1M | $87.27 |
| 2024 Q1 | ADDED | 91,730 | +32,401 | +54.6% | 7.13% | $8.6M | $90.71 |
| 2023 Q4 | ADDED | 59,329 | +5,653 | +10.5% | 4.88% | $5.2M | $86.63 |
| 2023 Q3 | ADDED | 53,676 | +1,811 | +3.5% | 4.51% | $4.2M | $74.83 |
As of 2025 Q4 — sorted by position size