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Continuum Advisory LLC Has $1.54 Million Stock Holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Continuum Advisory LLC increased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Get Rating) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,890 shares of the company’s stock after buying an additional 1,152 shares […]
New York United States Parkside Financial Bank Securities Exchange Commission Continuum Advisory Company Profile

Schwab U.S. TIPS ETF (NYSEARCA:SCHP) Shares Sold by Continuum Advisory LLC

Continuum Advisory LLC reduced its stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Get Rating) by 18.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,233 shares of the company’s stock after selling 5,432 shares during the quarter. […]
Alesco Advisors Charles Schwab Continuum Advisory Securities Exchange Commission Franklin Resources Inc Capital Advisors Corp
Source: wkrb13.com

Continuum Advisory LLC Sells 72 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Continuum Advisory LLC reduced its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Get Rating) by 0.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,144 shares of the company’s stock after selling 72 shares during the period. Continuum Advisory LLC’s holdings in Vanguard Dividend […]
Royal Bank Continuum Advisory Vanguard Group Inc Vanguard Dividend Appreciation Index Fund Wealthfront Advisers Vanguard Dividend Appreciation

Continuum Advisory LLC Has $850,000 Stock Holdings in Anheuser-Busch InBev SA/NV (NYSE:BUD)

Continuum Advisory LLC raised its position in Anheuser-Busch InBev SA/NV (NYSE:BUD – Get Rating) by 5.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,163 shares of the consumer goods maker’s stock after buying an additional 692 shares […]
United States Asia Pacific Exchange Commission Excalibur Management Corp Holding Companies Assetmark Inc

Continuum Advisory LLC Sells 305 Shares of Cintas Co. (NASDAQ:CTAS)

Continuum Advisory LLC decreased its holdings in shares of Cintas Co. (NASDAQ:CTAS – Get Rating) by 11.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,298 shares of the business services provider’s stock after selling 305 shares during the quarter. Continuum Advisory LLC’s […]
United States Stifel Nicolaus Baird Financial Group Inc Cintas Co Mackenzie Financial Corp Covestor Ltd

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Amalgamated Bank Purchases 502 Shares of Humana Inc. (NYSE:HUM)

Amalgamated Bank raised its stake in shares of Humana Inc. (NYSE:HUM – Get Rating) by 1.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 34,110 shares of the insurance provider’s stock after purchasing an additional 502 shares during the period. Amalgamated Bank’s holdings in Humana were […]
Josephc Ventura Wealth Solutions Cantor Fitzgerald Schroder Investment Management Group Income Newly Eligible Transition Continuum Advisory

Continuum Advisory LLC Sells 838 Shares of VanEck High Yield Muni ETF (BATS:HYD)

Continuum Advisory LLC lowered its position in VanEck High Yield Muni ETF (BATS:HYD – Get Rating) by 3.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,465 shares of the company’s stock after selling 838 shares during the period. Continuum Advisory LLC’s […]
Continuum Advisory Envestnet Asset Management Inc Commonwealth Equity Services Exchange Commission Vaneck High Yield Muni Get Rating

Continuum Advisory LLC Sells 1,480 Shares of Invesco QQQ (NASDAQ:QQQ)

Continuum Advisory LLC reduced its position in Invesco QQQ (NASDAQ:QQQ – Get Rating) by 4.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,985 shares of the exchange traded fund’s stock after selling 1,480 shares during the quarter. Continuum Advisory […]
Advisor Group Holdings Inc Continuum Advisory Toronto Dominion Bank Fisher Asset Management Securities Exchange Commission Raymond James Financial Services Advisors Inc

Continuum Advisory LLC Has $804,000 Holdings in CVS Health Co. (NYSE:CVS)

Continuum Advisory LLC lessened its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 5.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,630 shares of the pharmacy operator’s stock after selling 456 shares during the period. […]
Karens Lynch Health Stock Down Health Care Continuum Advisory Credit Suisse Group Vitalstone Financial
Source: wkrb13.com

Motco Cuts Holdings in Dominion Energy, Inc. (NYSE:D)

Motco reduced its position in Dominion Energy, Inc. (NYSE:D – Get Rating) by 2.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 73,895 shares of the utilities provider’s stock after selling 2,027 shares during the quarter. Motco’s holdings in Dominion Energy were worth $4,531,000 […]
United States South Carolina New York Dvisit Holdingschannel Dominion Energy Stock Down Dominion Energy South Carolina

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