Cogent Blue Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 296,272 shares of AVDV stock, worth $26.7 Million. This represents 17.97% of its overall portfolio holdings.

Number of Shares
296,272
Previous 303,109 2.26%
Holding current value
$26.7 Million
Previous $24 Billion 9.77%
% of portfolio
17.97%
Previous 18.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$79.24 - $89.03 $541,763 - $608,698
-6,837 Reduced 2.26%
296,272 $26.4 Billion
Q2 2025

Jul 16, 2025
SELL
$61.76 - $79.32 $448,686 - $576,259
-7,265 Reduced 2.34%
303,109 $24 Billion
Q1 2025

Apr 16, 2025
SELL
$63.74 - $71.96 $34,865 - $39,362
-547 Reduced 0.18%
310,374 $21.6 Billion
Q4 2024

Jan 31, 2025
BUY
$63.85 - $70.4 $19.9 Million - $21.9 Million
310,921 New
310,921 $20.2 Billion

Others Institutions Holding AVDV

# of Institutions
537
Shares Held
116M
Call Options Held
4.1K
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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