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 $1.08 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,416
Previous 6,707
70.21%
Holding current value
$1.08 Million
Previous $585 Million
77.88%
% of portfolio
0.8%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding AVUV
# of Institutions
875Shares Held
123MCall Options Held
20.2KPut Options Held
10.8K-
Creative Planning Overland Park, KS11.2MShares$1.06 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$415 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$333 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.22MShares$305 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$257 Million14.28% of portfolio