Cogent Blue Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Cogent Blue Wealth Advisors, LLC

  • $131 Billion
  • Q2 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 303,109 shares of AVDV stock, worth $25.5 Million. This represents 18.4% of its overall portfolio holdings.

Number of Shares
303,109
Previous 310,374 2.34%
Holding current value
$25.5 Million
Previous $21.6 Billion 11.02%
% of portfolio
18.4%
Previous 19.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$61.76 - $79.32 $448,686 - $576,259
-7,265 Reduced 2.34%
303,109 $24 Billion
Q1 2025

Apr 16, 2025
SELL
$63.74 - $71.96 $34,865 - $39,362
-547 Reduced 0.18%
310,374 $21.6 Billion
Q4 2024

Jan 31, 2025
BUY
$63.85 - $70.4 $19.9 Million - $21.9 Million
310,921 New
310,921 $20.2 Billion

Others Institutions Holding AVDV

# of Institutions
500
Shares Held
98M
Call Options Held
300
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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