Number of Shares
303,455
Previous 144,328 110.25%
Holding current value
$7.83 Million
Previous $3.93 Million 99.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025

BUY
N/A
159,127 Added 110.25%
303,455 $7.83 Million
Q4 2024

Feb 10, 2025

SELL
N/A
-2,947 Reduced 2.0%
144,328 $3.93 Million
Q3 2024

Oct 18, 2024

BUY
N/A
14,639 Added 11.04%
147,275 $3.96 Million
Q2 2024

Jul 31, 2024

BUY
N/A
132,636 New
132,636 $3.41 Million
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, 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 Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.