Cogent Blue Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Cogent Blue Wealth Advisors, LLC
- $131 Billion
- Q2 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 34,431 shares of EFV stock, worth $2.21 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
34,431
Previous 36,031
4.44%
Holding current value
$2.21 Million
Previous $2.12 Billion
2.92%
% of portfolio
1.67%
Previous 1.86%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
311MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$3.01 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$968 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$875 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$791 Million0.06% of portfolio
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Jones Financial Companies Lllp9.82MShares$632 Million0.52% of portfolio