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May 25, 2023
Continuum Advisory LLC lifted its holdings in shares of Bunge Limited (NYSE:BG – Get Rating) by 8.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,389 shares of the basic materials company’s stock after acquiring an additional 2,663 shares […]
May 25, 2023
Continuum Advisory LLC trimmed its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Get Rating) by 14.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,445 shares of the company’s stock after selling 8,325 shares during the quarter. Continuum Advisory LLC’s holdings […]
May 25, 2023
Continuum Advisory LLC lifted its holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Get Rating) by 92.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 69,608 shares of the exchange traded fund’s stock after buying an additional 33,358 shares during the quarter. […]
May 25, 2023
Continuum Advisory LLC boosted its position in Gilead Sciences, Inc. (NASDAQ:GILD – Get Rating) by 4.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 20,098 shares of the biopharmaceutical company’s stock after acquiring an additional 764 shares during the period. Continuum Advisory LLC’s holdings in Gilead […]
May 25, 2023
Continuum Advisory LLC increased its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Get Rating) by 5.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,349 shares of the company’s stock after purchasing an additional 2,102 […]
May 25, 2023
Continuum Advisory LLC increased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 64.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 31,637 shares of the company’s stock after buying an additional 12,396 shares during the quarter. Continuum […]
May 25, 2023
Continuum Advisory LLC boosted its position in Visa Inc. (NYSE:V – Get Rating) by 0.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,829 shares of the credit-card processor’s stock after buying an additional 105 shares during […]
May 25, 2023
Continuum Advisory LLC decreased its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,938 shares of the company’s stock after selling 1,947 shares during the […]
May 25, 2023
Colonial River Wealth Management LLC raised its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 20,611 shares of the oil and gas company’s stock after purchasing an additional 943 shares during the period. Exxon Mobil comprises […]
May 25, 2023
Continuum Advisory LLC decreased its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 0.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,337 shares of the oil and gas company’s stock after selling 103 shares during the quarter. […]