Continuum Wealth Advisors, LLC Vanguard Value ETF Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 5,241 shares of VTV stock, worth $905,225. This represents 0.56% of its overall portfolio holdings.
Number of Shares
5,241
Previous 33,460
84.34%
Holding current value
$905,225
Previous $5.84 Million
84.81%
% of portfolio
0.56%
Previous 3.7%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,540Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.3 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.33 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.47 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.28 Billion0.42% of portfolio