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Echo Wealth Management, LLC → STT-PG

Echo Wealth Management, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
17
Latest value
$472K
Q3 2026
Peak value
$6.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.9M
Q3 2025$6.4M
Q3 2025$2M
Q3 2025$715K
Q4 2025$2.8M
Q4 2025$5.9M
Q4 2025$1.5M
Q4 2025$596K
Q1 2026$4.1M
Q1 2026$917K
Q1 2026$424K
Q2 2026$5.1M
Q2 2026$900K
Q2 2026$467K
Q3 2026$5.3M
Q3 2026$1.1M
Q3 2026$472K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$472K5.1K——
Q3 2026$1.1M37.5K——
Q3 2026$5.3M43.1K——
Q2 2026$467K5.1K——
Q2 2026$900K30.0K——
Q2 2026$5.1M43.2K——
Q1 2026$424K5.4K——
Q1 2026$917K30.5K——
Q1 2026$4.1M42.2K——
Q4 2025$596K7.2K——
Q4 2025$1.5M49.4K——
Q4 2025$5.9M55.3K——
Q4 2025$2.8M59.2K——
Q3 2025$715K8.9K——
Q3 2025$2M67.4K——
Q3 2025$6.4M61.5K——
Q3 2025$2.9M61.8K——

Other funds holding STT-PG

Other Echo Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$23.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.3M
FPF

FIRST TR EXCHANGE-TRADED FD

$9.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$9.6M
FPF

FIRST TR EXCHANGE-TRADED FD

$8.8M