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 310,921 shares of AVDV stock, worth $20.7 Million. This represents 17.82% of its overall portfolio holdings.
Number of Shares
310,921Holding current value
$20.7 Million% of portfolio
17.82%Shares
1 transactions
Others Institutions Holding AVDV
# of Institutions
381Shares Held
81.4MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC9.88MShares$658 Million5.23% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$422 Million0.45% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$172 Million1.87% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$168 Million4.07% of portfolio