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May 25, 2023
Continuum Advisory LLC decreased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) by 21.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 92,420 shares of the company’s stock after selling 25,723 shares during the […]
May 25, 2023
Continuum Advisory LLC grew its holdings in shares of Philip Morris International Inc. (NYSE:PM – Get Rating) by 7.7% in the fourth quarter, HoldingsChannel reports. The fund owned 17,162 shares of the company’s stock after buying an additional 1,232 shares during the period. Continuum Advisory LLC’s holdings in Philip Morris International were worth $1,737,000 as […]
May 25, 2023
Continuum Advisory LLC raised its position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 7.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,000 shares of the information services provider’s stock after purchasing an additional 2,701 shares during the quarter. Continuum Advisory LLC’s […]
May 25, 2023
Continuum Advisory LLC trimmed its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) by 10.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 78,934 shares of the company’s stock after selling 9,204 shares during the quarter. Vanguard Extended Market ETF […]
May 25, 2023
Amalgamated Bank purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 592,447 shares of the social networking company’s stock, valued at approximately $71,295,000. Meta Platforms comprises about 0.6% of Amalgamated Bank’s investment portfolio, […]
May 25, 2023
Continuum Advisory LLC decreased its stake in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 1.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 102,938 shares of the company’s stock after selling 1,947 shares during the quarter. Continuum Advisory LLC’s holdings in Schwab International Equity ETF were worth $3,316,000 at the […]
May 25, 2023
First Horizon Advisors Inc. lessened its stake in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 22,657 shares of the retailer’s stock after selling 537 shares during the period. First Horizon Advisors Inc.’s […]
May 25, 2023
Continuum Advisory LLC boosted its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 1.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,601 shares of the retailer’s stock after acquiring an additional 77 shares during the quarter. Continuum Advisory LLC’s […]
May 24, 2023
First Trust Senior Loan ETF (NASDAQ:FTSL – Get Rating)’s stock price was up 0.1% on Monday after the company announced a dividend. The stock traded as high as $45.14 and last traded at $45.10. Approximately 224,498 shares traded hands during trading, a decline of 52% from the average daily volume of 469,531 shares. The stock […]
May 24, 2023
Beacon Harbor Wealth Advisors Inc. purchased a new stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Get Rating) in the fourth quarter, Holdings Channel reports. The firm purchased 22,550 shares of the company’s stock, valued at approximately $1,070,000. A number of other hedge funds and other institutional investors also recently added to […]