Cogent Blue Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History
Cogent Blue Wealth Advisors, LLC
- $147 Billion
- Q3 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 6,550 shares of SLYV stock, worth $575,941. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,550
Previous 6,734
2.73%
Holding current value
$575,941
Previous $537 Million
8.1%
% of portfolio
0.4%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio