Cogent Blue Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Cogent Blue Wealth Advisors, LLC
- $147 Billion
- Q3 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 14,406 shares of BSV stock, worth $1.13 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
14,406
Previous 25,029
42.44%
Holding current value
$1.13 Million
Previous $1.97 Billion
42.29%
% of portfolio
0.77%
Previous 1.51%
Shares
4 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio