Cogent Blue Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
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 8,758 shares of AVUV stock, worth $756,165. This represents 0.74% of its overall portfolio holdings.
Number of Shares
8,758Holding current value
$756,165% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding AVUV
# of Institutions
836Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$690 Million0.75% of portfolio
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Lpl Financial LLC Fort Mill, SC4.14MShares$358 Million0.17% of portfolio
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Merriman Wealth Management, LLC3.52MShares$304 Million14.79% of portfolio
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Morgan Stanley New York, NY3.46MShares$299 Million0.02% of portfolio
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Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$233 Million15.25% of portfolio