Page 41 - Continuum Advisory News Today

Continuum Advisory LLC lifted its holdings in IQVIA Holdings Inc. (NYSE:IQV – Get Rating) by 4.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,836 shares of the medical research company’s stock after buying an additional 150 shares during the quarter. Continuum […]

Continuum Advisory LLC purchased a new stake in Perdoceo Education Co. (NASDAQ:PRDO – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 112,414 shares of the company’s stock, valued at approximately $1,313,000. Continuum Advisory LLC owned approximately 0.17% of Perdoceo Education at the […]

Continuum Advisory LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 51,426 shares of the financial services provider’s stock after acquiring an additional 1,396 shares during the quarter. Continuum Advisory LLC’s holdings in JPMorgan Chase & Co. were worth $3,362,000 as […]

Continuum Advisory LLC reduced its holdings in First Trust Senior Loan ETF (NASDAQ:FTSL – Get Rating) by 25.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,790 shares of the company’s stock after selling 8,938 shares during the period. Continuum Advisory LLC’s holdings […]

Continuum Advisory LLC increased its holdings in The Williams Companies, Inc. (NYSE:WMB – Get Rating) by 19.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,903 shares of the pipeline company’s stock after acquiring an additional 6,083 shares during the […]

Continuum Advisory LLC grew its position in Genuine Parts (NYSE:GPC – Get Rating) by 28.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,311 shares of the specialty retailer’s stock after acquiring an additional 960 shares during the quarter. Continuum Advisory […]

Continuum Advisory LLC decreased its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Get Rating) by 34.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,072 shares of the company’s stock after selling 3,662 shares during the quarter. Continuum Advisory LLC’s holdings in Vanguard […]

Continuum Advisory LLC increased its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 1.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 25,076 shares of the company’s stock after acquiring an additional 446 shares during the period. Continuum Advisory LLC’s holdings in iShares MSCI EAFE Value […]

First Horizon Advisors Inc. trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 8.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,085 shares of the transportation company’s stock after selling 798 shares during the period. First […]

Creative Planning increased its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 23.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 168,666 shares of the retailer’s stock after purchasing an additional 32,377 shares during the quarter. […]