Commonwealth Equity Services, LLC ADVISOR MANAGED PORTFOLIOS Transaction History

Commonwealth Equity Services, LLC

  • $70.7 Billion
  • Q1 2025
Number of Shares
15,259
Previous 13,535 12.74%
Holding current value
$478,000
Previous $465,000 2.8%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
1,724 Added 12.74%
15,259 $478,000
Q4 2024

Feb 10, 2025
BUY
N/A
285 Added 2.15%
13,535 $465,000
Q3 2024

Oct 18, 2024
SELL
N/A
-1,000 Reduced 7.02%
13,250 $431,000
Q2 2024

Jul 31, 2024
BUY
N/A
1,575 Added 12.43%
14,250 $431,000
Q1 2024

Apr 29, 2024
BUY
N/A
12,675 New
12,675 $411,000
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