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 (AVUS). 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 | 80,561 | -13,920 | -14.7% | 5.26% | $9.0M | $111.54 |
| 2025 Q3 | ADDED | 94,481 | +858 | +0.9% | 5.99% | $10.3M | $108.15 |
| 2025 Q2 | ADDED | 93,623 | +3,898 | +4.3% | 5.78% | $9.4M | $100.06 |
| 2025 Q1 | ADDED | 89,725 | +1,484 | +1.7% | 5.60% | $8.3M | $91.39 |
| 2024 Q4 | REDUCED | 88,241 | -495 | -0.6% | 5.91% | $8.6M | $95.59 |
| 2024 Q3 | REDUCED | 88,736 | -3,845 | -4.2% | 5.94% | $8.5M | $93.52 |
| 2024 Q2 | ADDED | 92,581 | +4,182 | +4.7% | 6.29% | $8.3M | $88.34 |
| 2024 Q1 | REDUCED | 88,399 | -6,353 | -6.7% | 6.56% | $7.9M | $87.37 |
| 2023 Q4 | REDUCED | 94,752 | -2,578 | -2.6% | 7.17% | $7.7M | $79.38 |
| 2023 Q3 | ADDED | 97,330 | +1,562 | +1.6% | 7.68% | $7.1M | $71.01 |
As of 2025 Q4 — sorted by position size