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Continuum Advisory LLC Sells 6,114 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)

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 […]
Arbor Capital Management Inc Broadview Financial Management News Ratings For Schwab International Equity Exchange Commission Quarter For Schwab International Equity Continuum Advisory

Continuum Advisory LLC Has $2.57 Million Stock Position in EOG Resources, Inc. (NYSE:EOG)

Continuum Advisory LLC raised its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 169.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,280 shares of the energy exploration company’s stock after buying an additional 13,374 shares during the quarter. Continuum Advisory LLC’s […]
Trinidad And Tobago United States Michaelp Donaldson Ezray Yacob Dimensional Fund Advisors Royal Bank

Continuum Advisory LLC Has $2.19 Million Position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Continuum Advisory LLC lifted its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 208.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 47,418 shares of the company’s stock after buying an additional 32,067 shares during the period. Continuum Advisory LLC’s holdings in iShares Core Total […]
Financial Services Group Inc Continuum Advisory Wealth Advisors Hightower Advisors Citigroup Inc Kestra Advisory Services

Continuum Advisory LLC Sells 6,669 Shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)

Continuum Advisory LLC decreased its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 15.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,767 shares of the company’s stock after selling 6,669 shares during the quarter. Continuum Advisory […]
Wealthsource Partners Quarter For First Trust Enhanced Short Maturity Exchange Commission First Trust Enhanced Short Maturity Continuum Advisory Ironbridge Private Wealth

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Continuum Advisory LLC

Continuum Advisory LLC increased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 98,178 shares of the company’s stock after acquiring an additional 4,065 shares during the period. Vanguard […]
Lavaca Capital Kestra Advisory Services Securities Exchange Commission True Wealth Design Vanguard Developed Markets Index Fund Pathstone Holdings

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Continuum Advisory LLC Lowers Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Continuum Advisory LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 54.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 23,666 shares of the financial services provider’s stock after selling 27,945 shares during the quarter. Continuum Advisory LLC’s holdings in JPMorgan Chase & Co. were worth $4,026,000 as of its most […]
Robin Leopold Piper Sandler Securities Exchange Commission Jpmorgan Chase Co Sutton Place Investors Consumer Community Banking

SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Stake Cut by Continuum Advisory LLC

Continuum Advisory LLC cut its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 6.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,700 shares of the company’s stock after selling 11,718 shares during the […]
United States Capital Advisors Inc Pacifica Partners Inc Exchange Commission Key Financial Inc Continuum Advisory

Continuum Advisory LLC Sells 3,201 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Continuum Advisory LLC cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 6.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 44,255 shares of the company’s stock after selling 3,201 shares during the period. Continuum Advisory LLC’s holdings in Vanguard Tax-Exempt […]
Jpmorgan Chase Co Continuum Advisory Sei Investments Co National Association Vanguard Tax Exempt Bond Free Report

Continuum Advisory LLC Has $2.57 Million Stake in Adobe Inc. (NASDAQ:ADBE)

Continuum Advisory LLC reduced its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.2% during the fourth quarter, HoldingsChannel reports. The firm owned 4,303 shares of the software company’s stock after selling 386 shares during the quarter. Continuum Advisory LLC’s holdings in Adobe were worth $2,567,000 at the end of the most recent reporting […]
Stifel Nicolaus Scott Belsky Marks Garfield Charles Private Wealth Services Lantz Financial Royal Bank

Continuum Advisory LLC Boosts Stock Position in Mastercard Incorporated (NYSE:MA)

Continuum Advisory LLC raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,731 shares of the credit services provider’s stock after purchasing an additional 58 shares during […]
United States Robertw Baird Craig Vosburg Morgan Stanley Lone Pine Capital International Assets Investment Management
Source: wkrb13.com

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