Number of Shares
68,467
Previous 42,690 60.38%
Holding current value
$2.11 Million
Previous $977,000 116.17%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
N/A
25,777 Added 60.38%
68,467 $2.11 Million
Q1 2025

May 09, 2025

BUY
N/A
21,013 Added 96.94%
42,690 $977,000
Q4 2024

Feb 10, 2025

BUY
N/A
9,624 Added 79.85%
21,677 $569,000
Q3 2024

Oct 18, 2024

BUY
N/A
12,053 New
12,053 $280,000
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.