Commonwealth Equity Services, LLC Reduced Holdings in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BJUN
Innovator U.S. Equity Buffer E

ETFs
-13.8K
- 10.85%
N/A
113K $4.71M
MDB
Mongo Db, Inc.

Technology
-138
- 1.18%
$232.81 - $350.13 $32.1K - $48.3K
11.5K $2.68M
HEIA
Heico Crp Cl A
-2.18K
- 61.72%
N/A
1.35K $252K
WTS
Watts Water Technologies Inc

Industrials
-2.17K
- 31.47%
$190.59 - $221.46 $414K - $481K
4.73K $962K
IEO
Ishares Tr

ETFs
-3.96K
- 6.49%
$85.22 - $101.77 $338K - $403K
57.1K $5.12M
MPW
Medical Properties Trust Inc

Real Estate
-25.1K
- 13.11%
$3.72 - $5.77 $93.4K - $145K
166K $657K
NIO
Nio Inc.

Consumer Cyclical
-1.53K
- 0.78%
$4.31 - $7.21 $6.59K - $11K
194K $845K
Veralto Corp
-1.14K
- 3.31%
N/A
33.1K $3.38M
PINS
Pinterest, Inc.

Communication Services
-8.01K
- 12.07%
$28.24 - $34.15 $226K - $273K
58.3K $1.69M
INTF
Ishares Tr

ETFs
-5.87K
- 5.56%
$28.54 - $31.26 $167K - $183K
99.7K $2.86M
PAAS
Pan American Silver Corp

Basic Materials
-19.5K
- 22.16%
$19.94 - $25.85 $389K - $505K
68.6K $1.39M
PCEF
Invesco Cef Income Composite E

ETFs
-10.1K
- 2.18%
$19.05 - $19.86 $192K - $200K
451K $8.65M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-12.5K
- 5.92%
$40.86 - $43.42 $513K - $545K
199K $8.36M
FFIN
First Financial Bankshares Inc

Financial Services
-534
- 0.12%
$35.49 - $43.05 $19K - $23K
437K $15.7M
IEP
Icahn Enterprises L.P.

Industrials
-1.03K
- 1.16%
$8.67 - $15.49 $8.96K - $16K
87.7K $760K
BSY
Bentley Systems Inc

Technology
-6.31K
- 18.07%
$46.59 - $51.09 $294K - $322K
28.6K $1.34M
DINT
Davis Fundamental ETF Tr

ETFs
-2.1K
- 1.17%
$21.84 - $25.69 $45.9K - $54K
177K $3.87M
COIN
Coinbase Global, Inc.

Technology
-25.1K
- 30.36%
$163.17 - $343.62 $4.09M - $8.61M
57.5K $14.3M
First Tr Exchng Traded Fd Vi
-16.9K
- 5.68%
N/A
280K $10.3M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-15.5K
- 7.75%
$37.97 - $38.95 $589K - $605K
185K $7.2M
AGI
Alamos Gold Inc

Basic Materials
-16.4K
- 21.1%
$17.54 - $21.38 $288K - $351K
61.4K $1.13M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-25.6K
- 15.35%
$4.81 - $6.44 $123K - $165K
141K $679K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-2.89K
- 2.49%
N/A
113K $3.42M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-25.4K
- 5.86%
$8.51 - $9.15 $216K - $233K
409K $3.51M
GNR
Spdr S&P Global Natural Resour

ETFs
-461
- 0.96%
$48.67 - $58.43 $22.4K - $26.9K
47.7K $2.37M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.87K
- 3.86%
$75.99 - $88.85 $218K - $255K
71.5K $5.59M
ENTG
Entegris Inc

Technology
-1.27K
- 6.29%
$97.67 - $112.92 $124K - $143K
18.9K $1.88M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-15.3K
- 4.27%
$46.18 - $48.09 $708K - $738K
344K $16.3M
APA
Apa Corp

Energy
-13.1K
- 19.96%
$20.47 - $27.07 $268K - $355K
52.5K $1.21M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.68K
- 13.88%
$62.71 - $68.47 $230K - $252K
22.8K $1.44M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.05K
- 2.21%
$56.27 - $69.89 $59.3K - $73.6K
46.5K $2.64M
BME
Black Rock Health Sciences Trust

Financial Services
-5.5K
- 12.12%
$36.92 - $42.26 $203K - $232K
39.9K $1.51M
CHRD
Oasis Petroleum Inc.

Energy
-1.62K
- 10.89%
$110.83 - $137.78 $179K - $223K
13.2K $1.55M
URTY
Proshares Trust Proshrs Ultrap

ETFs
-6.87K
- 41.87%
$48.72 - $66.24 $335K - $455K
9.53K $469K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.16K
- 3.95%
$84.3 - $106.41 $98K - $124K
28.3K $2.44M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-8.06K
- 1.59%
$278.19 - $315.36 $2.24M - $2.54M
498K $143M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-6.05K
- 29.22%
$39.01 - $50.76 $236K - $307K
14.7K $571K
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-2.52K
- 5.12%
N/A
46.7K $3.79M
TKR
Timken CO

Industrials
-3.37K
- 30.97%
$70.76 - $87.24 $239K - $294K
7.51K $536K
VTR
Ventas, Inc.

Real Estate
-1.62K
- 2.98%
$57.73 - $66.48 $93.4K - $108K
52.6K $3.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-6.85K
- 2.79%
$28.6 - $29.27 $196K - $201K
238K $6.84M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-11.4K
- 8.66%
$44.7 - $46.74 $508K - $531K
120K $5.53M
AA
Alcoa Corp

Basic Materials
-8.05K
- 8.92%
$36.62 - $47.42 $295K - $381K
82.2K $3.1M
Chimera Invt Corp
-18K
- 26.84%
N/A
49.1K $688K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.21K
- 3.78%
$101.77 - $113.02 $225K - $250K
56.3K $5.95M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-3.95K
- 3.83%
$37.83 - $40.57 $149K - $160K
99.1K $3.76M
First Tr Exchng Traded Fd Vi
-14K
- 5.78%
N/A
228K $7.25M
CVBF
Cvb Financial Corp

Financial Services
-28.9K
- 40.84%
$17.39 - $24.0 $502K - $693K
41.8K $896K
GCT
Giga Cloud Technology Inc.

Technology
-10.4K
- 27.16%
N/A
27.8K $515K
Activity Summary
Buys All Purchases 2331 New Holdings 238 Increased Positions 2093 Sells All Sells 1669 Reductions 1669 Sold out 0 Options Calls 0 Puts 0
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