Number of Shares
277,208
Previous 262,326 5.67%
Holding current value
$5.92 Million
Previous $6.07 Million 2.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
N/A
14,882 Added 5.67%
277,208 $5.92 Million
Q3 2024

Oct 18, 2024

SELL
N/A
-16,421 Reduced 5.89%
262,326 $6.07 Million
Q2 2024

Jul 31, 2024

BUY
N/A
18,506 Added 7.11%
278,747 $5.07 Million
Q1 2024

Apr 29, 2024

SELL
N/A
-11,365 Reduced 4.18%
260,241 $5.59 Million
Q4 2023

Feb 06, 2024

BUY
N/A
19,980 Added 7.94%
271,606 $5.85 Million
Q3 2023

Oct 23, 2023

BUY
N/A
251,626 New
251,626 $5.05 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.