Number of Shares
693,621
Previous 398,037 74.26%
Holding current value
$23.6 Million
Previous $13.3 Million 78.39%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Feb 10, 2025

BUY
N/A
295,584 Added 74.26%
693,621 $23.6 Million
Q3 2024

Oct 18, 2024

BUY
N/A
211,092 Added 112.92%
398,037 $13.3 Million
Q2 2024

Jul 31, 2024

BUY
N/A
145,630 Added 352.49%
186,945 $5.78 Million
Q1 2024

Apr 29, 2024

BUY
N/A
20,798 Added 101.37%
41,315 $1.34 Million
Q4 2023

Feb 06, 2024

BUY
N/A
20,517 New
20,517 $582,000
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.