Cogent Blue Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 19,496 shares of SPDW stock, worth $694,642. This represents 0.59% of its overall portfolio holdings.
Number of Shares
19,496Holding current value
$694,642% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
967Shares Held
495MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.21 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$971 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio