Cogent Blue Wealth Advisors, LLC EA SERIES TRUST Transaction History

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025
Number of Shares
164,875
Previous 137,541 19.87%
Holding current value
$3.73 Billion
Previous $2.8 Billion 33.23%
% of portfolio
2.54%
Previous 2.15%

Shares

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

Oct 15, 2025
BUY
N/A
27,334 Added 19.87%
164,875 $3.73 Billion
Q2 2025

Jul 16, 2025
BUY
N/A
24,573 Added 21.75%
137,541 $2.8 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
10,543 Added 10.29%
112,968 $2.2 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
102,425 New
102,425 $2.22 Billion
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