Continuum Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 16,549 shares of VUG stock, worth $6.26 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
16,549
Previous 16,133
2.58%
Holding current value
$6.26 Million
Previous $6.62 Million
7.33%
% of portfolio
3.95%
Previous 4.2%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
260MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio