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.
| 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 |
| 2024 Q4 | ADDED | 180,537 | +15,863 | +9.6% | 7.66% | $11.1M | $59.57 |
| 2024 Q3 | ADDED | 164,674 | +18,242 | +12.5% | 7.57% | $10.8M | $64.19 |
| 2024 Q2 | ADDED | 146,432 | +23,370 | +19.0% | 6.87% | $9.1M | $59.62 |
| 2024 Q1 | ADDED | 123,062 | +13,698 | +12.5% | 6.51% | $7.8M | $59.90 |
| 2023 Q4 | ADDED | 109,364 | +41,600 | +61.4% | 6.15% | $6.6M | $56.79 |
| 2023 Q3 | ADDED | 67,764 | +11,590 | +20.6% | 4.06% | $3.8M | $51.62 |
As of 2025 Q4 — sorted by position size