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Amgen Inc. (NASDAQ:AMGN) Shares Acquired by Continuum Advisory LLC

Continuum Advisory LLC boosted its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) by 9.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,008 shares of the medical research company’s stock after purchasing an additional 253 shares during […]
Georgeb Rathmann Williamk Bowes Jr Johnson Jr National Bancorp Omnistar Financial Group Inc Continuum Advisory

Continuum Advisory LLC Buys 1,514 Shares of Dominion Energy, Inc. (NYSE:D)

Continuum Advisory LLC lifted its stake in Dominion Energy, Inc. (NYSE:D – Get Rating) by 14.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,922 shares of the utilities provider’s stock after purchasing an additional 1,514 shares during the […]
Nova Scotia United States South Carolina Dvisit Holdingschannel Continuum Advisory Dominion Energy Virginia
Source: wkrb13.com

Continuum Advisory LLC Sells 26,100 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Continuum Advisory LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 13,162 shares of the social networking company’s stock, valued at approximately $1,584,000. A number of other institutional investors have also […]
Jennifer Newstead Andrew Bosworth Robertw Baird Arcadia Investment Management Corp Newsquare Capital Millennium Group

13,162 Shares in Meta Platforms, Inc. (NASDAQ:META) Purchased by Continuum Advisory LLC

Continuum Advisory LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 13,162 shares of the social networking company’s stock, valued at approximately $1,584,000. Several other institutional […]
United States Edward Jones Jennifer Newstead Javier Olivan Sterneck Capital Management Securities Exchange Commission
Source: wkrb13.com

iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) Shares Sold by Continuum Advisory LLC

Continuum Advisory LLC trimmed its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 56.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,408 shares of the company’s stock after selling 18,933 shares during the quarter. Continuum Advisory […]
Covestor Ltd Continuum Advisory Exchange Commission Capital Investment Advisory Services Advisornet Financial Inc Crewe Advisors
Source: wkrb13.com

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Samalin Investment Counsel LLC Acquires New Shares in American Tower Co. (NYSE:AMT)

Samalin Investment Counsel LLC bought a new position in shares of American Tower Co. (NYSE:AMT – Get Rating) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,127 shares of the real estate investment trust’s stock, valued at approximately $239,000. Other large investors have […]
United States Moffett Nathanson Raymond James Ameritas Advisory Services Deutsche Bank Aktiengesellschaft Alapocas Investment Partners Inc

Continuum Advisory LLC Acquires 3,028 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Continuum Advisory LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Get Rating) by 12.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 27,303 shares of the company’s stock after buying an additional 3,028 shares during the period. Continuum Advisory LLC’s holdings in Schwab Fundamental U.S. […]
Flow Traders Charles Schwab Large Company Securities Exchange Commission Blair William Co Holdings Channel

Continuum Advisory LLC Acquires New Stake in Annaly Capital Management, Inc. (NYSE:NLY)

Continuum Advisory LLC acquired a new stake in shares of Annaly Capital Management, Inc. (NYSE:NLY – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 66,251 shares of the real estate investment trust’s stock, valued at approximately $1,397,000. A number of other […]
United States Piper Sandler Jpmorgan Chase Co Evermay Wealth Management Royal Bank Annaly Capital Management

PepsiCo, Inc. (NASDAQ:PEP) Stock Position Lifted by Continuum Advisory LLC

Continuum Advisory LLC boosted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 4.2% during the 4th quarter, Holdings Channel reports. The fund owned 7,759 shares of the company’s stock after acquiring an additional 313 shares during the quarter. Continuum Advisory LLC’s holdings in PepsiCo were worth $1,402,000 as of its most recent filing […]
New Zealand United States Sanfordc Bernstein Robertc Pohlad Asia Pacific Ramkumar Krishnan

Continuum Advisory LLC Sells 154 Shares of American Express (NYSE:AXP)

Continuum Advisory LLC lessened its position in American Express (NYSE:AXP) by 2.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 6,932 shares of the payment services company’s stock after selling 154 shares during the period. Continuum Advisory LLC’s holdings in American […]
United States Monique Herena Howard Grosfield Arrowstreet Capital Limited Partnership Rothschild Co Wealth Management United Kingdom Ltd American Express

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