Continuum Advisory, LLC First Tr Exchange Traded Fd Ii Transaction History

Continuum Advisory, LLC

$778 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 13, 2023	BUY	$19.78 - $20.3 $296,878 - $304,682	15,009 New	15,009 $301,000
Q1 2023 May 12, 2023	BUY	$19.78 - $20.3 $296,878 - $304,682	15,009 New	15,009 $301,000

Others Institutions Holding MARB

# of Institutions

41

Shares Held

1.16M

Call Options Held

0

Put Options Held

0

Owen La Rue, LLC Elizabethtown, KY

250K
Shares

$4.91 Million
2.97% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

75.5K
Shares

$1.49 Million
0.01% of portfolio
Midwest Financial Group LLC Overland Park, KS

65.7K
Shares

$1.29 Million
0.76% of portfolio
Bcgm Wealth Management, LLC

57.7K
Shares

$1.14 Million
0.4% of portfolio
Holistic Financial Partners

53.2K
Shares

$1.05 Million
0.51% of portfolio

About FIRST TR EXCHANGE-TRADED FD II

Ticker MARB
Sector ETFs
Industry ETFs

More about MARB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Advisory, LLC with notifications on news.