Continuum Wealth Advisors, LLC Purchases in Q3 2024

Continuum Wealth Advisors, LLC

  • $158 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
28.3K
+ 549.46%
$159.75 - $174.57 $4.52M - $4.94M
33.5K $5.84M
XLV
Select Sector Spdr Fund Health

ETFs
32K
+ 1103.38%
$143.3 - $157.24 $4.58M - $5.03M
34.9K $5.37M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
98.4K
+ 52.91%
$41.34 - $43.55 $4.07M - $4.29M
284K $12.3M
XLP
Consumer Staples Sector Spdr

ETFs
59.7K
New
$76.04 - $76.04 $4.54M - $4.54M
59.7K $4.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.1K
New
$59.93 - $66.52 $604K - $671K
10.1K $670K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.21K
+ 75.36%
$49.93 - $51.15 $460K - $471K
21.4K $1.1M
GE
General Electric CO

Industrials
650
+ 18.74%
$156.66 - $189.66 $102K - $123K
4.12K $776K
META
Meta Platforms, Inc.

Communication Services
374
New
$453.41 - $572.44 $170K - $214K
374 $214K
BALT
Innovator Etfs Tr
6.5K
New
$29.76 - $30.83 $194K - $200K
6.5K $200K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
5.75K
New
$33.87 - $34.82 $195K - $200K
5.75K $200K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
4.64K
+ 24.98%
$29.59 - $31.63 $137K - $147K
23.2K $733K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.52K
+ 12.1%
$21.05 - $21.17 $137K - $138K
60.5K $1.28M
PLUG
Plug Power Inc

Industrials
14.5K
New
$1.61 - $3.34 $23.3K - $48.4K
14.5K $32K
AMZN
Amazon Com Inc

Consumer Cyclical
103
+ 4.78%
$161.02 - $200.0 $16.6K - $20.6K
2.26K $421K
Ea Series Trust
12K
+ 192.39%
N/A
18.3K $0
Tidal Tr Ii
381K
New
N/A
381K $0
Ea Series Trust
185K
New
N/A
185K $0
Activity Summary
Buys All Purchases 18 New Holdings 8 Increased Positions 10 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email