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 11,416 shares of AVUV stock, worth $1.14 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
11,416
Previous 6,707 70.21%
Holding current value
$1.14 Million
Previous $585 Million 77.88%
% of portfolio
0.8%
Previous 0.51%

Shares

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

Jul 16, 2025
BUY
$75.17 - $91.21 $353,975 - $429,507
4,709 Added 70.21%
11,416 $1.04 Billion
Q1 2025

Apr 16, 2025
SELL
$84.95 - $100.62 $174,232 - $206,371
-2,051 Reduced 23.42%
6,707 $585 Million
Q4 2024

Jan 31, 2025
BUY
$94.37 - $106.41 $826,492 - $931,938
8,758 New
8,758 $845 Million

Others Institutions Holding AVUV

# of Institutions
924
Shares Held
127M
Call Options Held
29.3K
Put Options Held
16K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

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