Commonwealth Equity Services, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Commonwealth Equity Services, LLC

  • $75.7 Billion
  • Q2 2025
Number of Shares
54,155
Previous 61,025 11.26%
Holding current value
$2.83 Million
Previous $3.17 Million 10.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2025
SELL
N/A
-6,870 Reduced 11.26%
54,155 $2.83 Million
Q1 2025

May 09, 2025
BUY
N/A
24,706 Added 68.03%
61,025 $3.17 Million
Q4 2024

Feb 10, 2025
BUY
N/A
5,199 Added 16.71%
36,319 $1.87 Million
Q3 2024

Oct 18, 2024
SELL
N/A
-6,255 Reduced 16.74%
31,120 $1.62 Million
Q2 2024

Jul 31, 2024
SELL
N/A
-6,198 Reduced 14.22%
37,375 $1.91 Million
Q1 2024

Apr 29, 2024
SELL
N/A
-92,072 Reduced 67.88%
43,573 $2.22 Million
Q4 2023

Feb 06, 2024
SELL
N/A
-17,181 Reduced 11.24%
135,645 $6.86 Million
Q3 2023

Oct 23, 2023
BUY
N/A
152,826 New
152,826 $7.63 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.

Choose your preferred platform and Sign Up 👇 Telegram Email