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
Wells Fargo CO New
-969
- 15.26%
N/A
5.38K $6.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.24K
- 0.89%
$77.86 - $79.27 $563K - $574K
808K $63M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-200K
- 46.29%
$8.24 - $11.07 $1.65M - $2.21M
232K $2.16M
PSEP
Innovator U.S. Equity Power Bu
-52.7K
- 7.93%
N/A
611K $23.9M
AVY
Avery Dennison Corp

Industrials
-895
- 2.03%
$186.26 - $220.48 $167K - $197K
43.1K $8.06M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
-60.3K
- 83.64%
$27.22 - $28.26 $1.64M - $1.7M
11.8K $329K
PDD
Pinduoduo Inc.

Consumer Cyclical
-7.09K
- 28.08%
$94.39 - $154.27 $669K - $1.09M
18.2K $1.76M
SNY
Sanofi

Healthcare
-2.02K
- 1.24%
$45.89 - $57.31 $92.8K - $116K
161K $7.79M
CAG
Conagra Brands Inc.

Consumer Defensive
-27.9K
- 15.52%
$26.48 - $32.72 $737K - $911K
152K $4.21M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-28.1K
- 9.4%
$48.33 - $49.08 $1.36M - $1.38M
271K $13.1M
MSCI
Msci Inc.

Financial Services
-2.94K
- 31.75%
$569.09 - $635.99 $1.68M - $1.87M
6.33K $3.8M
TRU
Trans Union

Industrials
-3.18K
- 2.91%
$92.71 - $108.67 $295K - $345K
106K $9.85M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-22.1K
- 6.42%
$57.38 - $61.11 $1.27M - $1.35M
322K $18.8M
PHYS
Sprott Physical Gold Trust

Financial Services
-59.1K
- 4.16%
$19.66 - $21.66 $1.16M - $1.28M
1.36M $27.4M
FSMO
Fidelity Covington Tr

ETFs
-51.5K
- 22.17%
N/A
181K $4.86M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
-116K
- 67.83%
$9.86 - $11.9 $1.15M - $1.38M
55.2K $545K
WELL
Welltower Inc.

Real Estate
-10.2K
- 10.67%
$123.11 - $139.3 $1.26M - $1.42M
85.6K $10.8M
BIIB
Biogen Inc.

Healthcare
-2.05K
- 7.24%
$146.47 - $191.55 $300K - $393K
26.3K $4.02M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.97K
- 2.02%
$209.89 - $233.24 $414K - $460K
95.5K $20.3M
MKTX
Marketaxess Holdings Inc

Financial Services
-5.59K
- 86.05%
$225.3 - $293.66 $1.26M - $1.64M
906 $205K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-39.7K
- 12.19%
$41.8 - $43.67 $1.66M - $1.74M
286K $12.3M
EXAS
Exact Sciences Corp

Healthcare
-5.1K
- 5.27%
$49.33 - $71.97 $251K - $367K
91.6K $5.15M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-8.39K
- 2.5%
$48.17 - $53.38 $404K - $448K
327K $15.9M
HYG
Ishares Tr

ETFs
-15.2K
- 10.85%
$78.09 - $80.04 $1.19M - $1.22M
125K $9.83M
NGG
National Grid PLC

Utilities
-2.62K
- 2.12%
$57.68 - $70.03 $151K - $183K
121K $7.19M
EXC
Exelon Corp

Utilities
-11K
- 3.19%
$36.22 - $40.97 $397K - $449K
332K $12.5M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-5.93K
- 5.89%
$37.97 - $49.45 $225K - $293K
94.8K $3.66M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-13.6K
- 3.35%
$28.89 - $31.63 $394K - $431K
393K $11.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
-5.54K
- 17.05%
$191.61 - $217.84 $1.06M - $1.21M
26.9K $5.26M
JXN
Jackson Financial Inc.

Financial Services
-8.5K
- 5.47%
$84.91 - $113.74 $722K - $967K
147K $12.8M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-30.4K
- 18.24%
N/A
136K $3.99M
VIS
Vanguard Industrial ETF

ETFs
-3.6K
- 4.71%
$254.39 - $279.7 $915K - $1.01M
72.8K $18.5M
QLC
Flexshares Tr Us Quality Large

ETFs
-25.2K
- 10.45%
$64.39 - $68.9 $1.62M - $1.73M
216K $14.3M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-6.22K
- 5.0%
$108.6 - $115.42 $675K - $718K
118K $12.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-5.64K
- 6.3%
$185.87 - $204.12 $1.05M - $1.15M
83.9K $15.8M
HTRB
Hartford Fds Total Return Bd E

ETFs
-6.37K
- 0.93%
$33.33 - $35.01 $212K - $223K
681K $22.7M
FBT
First Trust Nyse Arca Biotechn

ETFs
-6.43K
- 14.03%
$161.65 - $178.69 $1.04M - $1.15M
39.4K $6.55M
OXY
Occidental Petroleum Corp

Energy
-14.4K
- 5.04%
$45.36 - $55.91 $654K - $805K
272K $13.4M
HEQT
Simplify Exchange Traded Fds H
-46.5K
- 55.13%
$28.73 - $30.22 $1.34M - $1.41M
37.9K $1.12M
FDS
Factset Research Systems Inc

Financial Services
-3.31K
- 24.26%
$449.69 - $495.72 $1.49M - $1.64M
10.3K $4.96M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-27.6K
- 21.72%
$32.06 - $35.14 $886K - $971K
99.6K $3.19M
IFRA
Ishares Tr

ETFs
-22K
- 5.35%
$45.94 - $51.71 $1.01M - $1.14M
390K $18M
WY
Weyerhaeuser CO

Real Estate
-9.43K
- 5.21%
$27.21 - $33.7 $257K - $318K
172K $4.83M
DDOG
Datadog, Inc.

Technology
-63.4K
- 22.71%
$113.98 - $168.65 $7.23M - $10.7M
216K $30.8M
Ishares Tr
-48.9K
- 66.54%
N/A
24.6K $643K
BWA
Borgwarner Inc

Consumer Cyclical
-23.1K
- 20.18%
$31.48 - $35.49 $728K - $821K
91.5K $2.91M
VICI
Vici Properties Inc.

Real Estate
-23.1K
- 16.5%
$28.27 - $33.19 $653K - $766K
117K $3.41M
FXD
First Tr Exchange Traded Fd

ETFs
-21.3K
- 21.29%
$62.05 - $68.52 $1.32M - $1.46M
78.8K $5.09M
SVOL
Simplify ETF Simplify Volatili

ETFs
-39.9K
- 11.4%
$20.4 - $21.93 $814K - $876K
310K $6.45M
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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