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June 13, 2024
Midland Wealth Advisors LLC purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 15,349 shares of the company’s stock, valued at approximately $6,705,000. Vanguard S&P 500 ETF makes up 0.5% […]
June 13, 2024
Midland Wealth Advisors LLC acquired a new stake in shares of CVS Health Co. (NYSE:CVS – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 16,653 shares of the pharmacy operator’s stock, valued at approximately $1,315,000. Several other […]
June 12, 2024
Continuum Advisory LLC lessened its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 92,918 shares of the company’s stock after selling 3,266 shares during the quarter. Vanguard Short-Term Bond […]
June 12, 2024
Continuum Advisory LLC lifted its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 618.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 166,751 shares of the exchange traded fund’s stock after buying an additional […]
June 12, 2024
Continuum Advisory LLC lessened its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 88,000 shares of the company’s stock after selling 6,114 shares during the period. Continuum Advisory LLC’s holdings […]
June 12, 2024
Continuum Advisory LLC decreased its holdings in Annaly Capital Management, Inc. (NYSE:NLY – Free Report) by 1.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 161,810 shares of the real estate investment trust’s stock after selling 2,332 shares during the period. Continuum Advisory LLC’s holdings in Annaly Capital Management were worth $3,134,000 […]
June 12, 2024
Continuum Advisory LLC boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,814 shares of the company’s stock after purchasing an additional 518 shares during the […]
June 12, 2024
Continuum Advisory LLC grew its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 10.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,302 shares of the company’s stock after purchasing an additional 2,440 shares during the quarter. Continuum Advisory LLC’s holdings […]
June 12, 2024
Continuum Advisory LLC lifted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,196 shares of the company’s stock after buying an additional 1,066 shares […]
June 12, 2024
Continuum Advisory LLC cut its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 92,918 shares of the company’s stock after selling 3,266 shares during the period. Vanguard Short-Term Bond ETF comprises about 1.0% of Continuum Advisory LLC’s holdings, making the stock […]