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 $375,287. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,523
Previous 3,775 46.3%
Holding current value
$375,287
Previous $222 Million 49.74%
% of portfolio
0.29%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$57.11 - $62.4 $99,828 - $109,075
1,748 Added 46.3%
5,523 $332 Million
Q4 2024

Jan 31, 2025
BUY
$58.59 - $66.14 $221,177 - $249,678
3,775 New
3,775 $222 Million

Others Institutions Holding AVEM

# of Institutions
590
Shares Held
128M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVEM Quotes by TradingView
  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
Track This Portfolio

Track Cogent Blue Wealth Advisors, LLC Portfolio

Follow Cogent Blue Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cogent Blue Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cogent Blue Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email