Cogent Blue Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History
Cogent Blue Wealth Advisors, LLC
- $147 Billion
- Q4 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 6,552 shares of SLYV stock, worth $578,672. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,552
Previous 6,550
0.03%
Holding current value
$578,672
Previous $581 Million
2.66%
% of portfolio
0.41%
Previous 0.4%
Shares
5 transactions
Others Institutions Holding SLYV
# of Institutions
640Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million3.84% of portfolio