CogentBlue Wealth Advisors, LLC AVDV Holdings History
CogentBlue Wealth Advisors, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 303,109.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $24.03 Mil. This investment constitutes 18.4% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.25% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $73.48 for 7,812.00 shares. Based on historical transaction data and AVDV's current price of $81.13, CogentBlue Wealth Advisors, LLC's estimated gain on his AVDV holdings is $4.23 Mil, reflecting a 20.23% gain to date.
CogentBlue Wealth Advisors, LLC AVDV ($81.13) Holding Chart
CogentBlue Wealth Advisors, LLC AVDV ($81.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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