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 3,775 shares of AVEM stock, worth $223,517. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,775Holding current value
$223,517% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
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Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
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Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
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Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio