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 (AVLV). 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 | 122,311 | -36,545 | -23.0% | 5.41% | $9.3M | $75.56 |
| 2025 Q3 | ADDED | 158,856 | +2,432 | +1.6% | 6.70% | $11.5M | $71.79 |
| 2025 Q2 | ADDED | 156,424 | +4,950 | +3.3% | 6.54% | $10.7M | $67.60 |
| 2025 Q1 | ADDED | 151,474 | +4,447 | +3.0% | 6.67% | $9.9M | $64.35 |
| 2024 Q4 | REDUCED | 147,027 | -762 | -0.5% | 6.78% | $9.8M | $65.63 |
| 2024 Q3 | ADDED | 147,789 | +262 | +0.2% | 6.85% | $9.8M | $64.42 |
| 2024 Q2 | ADDED | 147,527 | +11,502 | +8.5% | 6.99% | $9.3M | $61.24 |
| 2024 Q1 | ADDED | 136,025 | +1,303 | +1.0% | 7.25% | $8.7M | $62.36 |
| 2023 Q4 | ADDED | 134,722 | +33,287 | +32.8% | 7.24% | $7.8M | $55.86 |
| 2023 Q3 | ADDED | 101,435 | +5,035 | +5.2% | 5.76% | $5.3M | $50.68 |
As of 2025 Q4 — sorted by position size