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 $334,196. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,523
Previous 3,775
46.3%
Holding current value
$334,196
Previous $222 Million
49.74%
% of portfolio
0.29%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding AVEM
# of Institutions
572Shares Held
122MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1 Billion7.93% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$486 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$302 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.3MShares$139 Million0.28% of portfolio