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CONTINUUM WEALTH ADVISORS, LLC → STT-PG

CONTINUUM WEALTH ADVISORS, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
17
Latest value
$11.8M
Q3 2026
Peak value
$23.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8M
Q3 2025$3.4M
Q3 2025$9.1M
Q4 2025$302K
Q4 2025$8.3M
Q4 2025$4M
Q4 2025$8.9M
Q1 2026$12.1M
Q1 2026$9.3M
Q1 2026$8.7M
Q2 2026$352K
Q2 2026$13.6M
Q2 2026$8.6M
Q2 2026$10.3M
Q3 2026$23.6M
Q3 2026$10.8M
Q3 2026$11.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.8M60.2K——
Q3 2026$10.8M175.0K——
Q3 2026$23.6M602.1K——
Q2 2026$10.3M53.9K——
Q2 2026$8.6M161.3K——
Q2 2026$13.6M407.0K——
Q2 2026$352K5.2K——
Q1 2026$8.7M78.9K——
Q1 2026$9.3M152.1K——
Q1 2026$12.1M343.4K——
Q4 2025$8.9M75.9K——
Q4 2025$4M28.1K——
Q4 2025$8.3M53.7K——
Q4 2025$302K10.6K——
Q3 2025$9.1M76.8K——
Q3 2025$3.4M12.2K——
Q3 2025$8M51.6K——

Other funds holding STT-PG

Other CONTINUUM WEALTH ADVISORS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$38.3M
VGES

VANGUARD TAX-MANAGED FDS

$29.2M
ETHA

ISHARES TR

$28.2M
ETHA

ISHARES TR

$27.8M
GLD

WORLD GOLD TR

$23.7M
GLD

WORLD GOLD TR

$23.6M
ETHA

ISHARES TR

$22.5M
HONA

DIMENSIONAL ETF TRUST

$22.4M