Cogent Blue Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Cogent Blue Wealth Advisors, LLC
- $131 Billion
- Q2 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 8,666 shares of SPTM stock, worth $669,275. This represents 0.5% of its overall portfolio holdings.
Number of Shares
8,666Holding current value
$669,275% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
713Shares Held
93.1MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$631 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$250 Million1.64% of portfolio
-
Cwm, LLC3.21MShares$248 Million0.85% of portfolio
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Private Advisor Group, LLC3.02MShares$233 Million1.3% of portfolio
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Valmark Advisers, Inc.2.74MShares$212 Million2.9% of portfolio