Cogent Blue Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 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 5,523 shares of AVEM stock, worth $321,549. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,523
Previous 3,775
46.3%
Holding current value
$321,549
Previous $222 Million
49.74%
% of portfolio
0.29%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
550Shares Held
123MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$965 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$868 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$467 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$291 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$169 Million0.55% of portfolio