Commonwealth Financial Services, LLC Purchases in Q3 2024

Commonwealth Financial Services, LLC

  • $506 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLMB
Franklin Muni Green Bd ETF

ETFs
4.18K
+ 15.7%
$23.77 - $24.46 $99.4K - $102K
30.8K $753M
UNH
Unitedhealth Group Inc

Healthcare
69
+ 9.5%
$488.01 - $604.18 $33.7K - $41.7K
795 $464M
UBCP
United Bancorp Inc

Financial Services
988
+ 1.11%
$11.46 - $13.78 $11.3K - $13.6K
90.2K $1.18B
PG
Procter & Gamble CO

Consumer Defensive
71
+ 0.52%
$160.76 - $177.82 $11.4K - $12.6K
13.8K $2.39B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.07K
+ 5.99%
$32.65 - $36.69 $34.8K - $39.1K
18.8K $677M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.59K
+ 11.11%
$50.15 - $51.27 $79.6K - $81.4K
15.9K $813M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
3.44K
+ 30.47%
$22.96 - $23.97 $79.1K - $82.6K
14.7K $349M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.59K
+ 11.05%
$50.61 - $50.96 $80.4K - $80.9K
16K $811M
IBM
International Business Machines Corp

Technology
14
+ 0.78%
$175.1 - $223.38 $2.45K - $3.13K
1.81K $398M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.85%
$405.19 - $478.57 $8.91K - $10.5K
1.21K $553M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
995
+ 6.04%
$47.18 - $48.74 $46.9K - $48.5K
17.5K $848M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
52
+ 0.83%
$105.53 - $118.34 $5.49K - $6.15K
6.31K $728M
FE
Firstenergy Corp

Utilities
608
+ 10.36%
$38.25 - $44.54 $23.3K - $27.1K
6.48K $288M
V
Visa Inc.

Financial Services
113
+ 5.03%
$253.74 - $291.56 $28.7K - $32.9K
2.36K $655M
URI
United Rentals, Inc.

Industrials
3
+ 0.95%
$627.41 - $814.1 $1.88K - $2.44K
320 $258M
ABT
Abbott Laboratories

Healthcare
73
+ 2.19%
$100.07 - $118.13 $7.31K - $8.62K
3.41K $387M
VZ
Verizon Communications Inc

Communication Services
424
+ 6.12%
$38.89 - $45.0 $16.5K - $19.1K
7.35K $332M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1
+ 0.04%
$151.63 - $169.74 $152 - $170
2.31K $392M
CL
Colgate Palmolive CO

Consumer Defensive
285
+ 12.32%
$95.54 - $108.77 $27.2K - $31K
2.6K $266M
IYF
Ishares Tr

ETFs
2
+ 0.04%
$93.83 - $105.05 $188 - $210
4.45K $459M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5
+ 0.05%
$101.72 - $112.94 $509 - $565
10.7K $1.19B
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.11K
+ 10.64%
$24.91 - $25.63 $27.7K - $28.5K
11.6K $296M
IBMO
Ishares Tr Ibonds December 202

ETFs
1.11K
+ 7.93%
$25.26 - $25.66 $27.9K - $28.4K
15K $385M
IBMP
Ishares Tr Ibonds December 202

ETFs
1.12K
+ 10.6%
$24.92 - $25.47 $27.8K - $28.4K
11.6K $296M
CSX
Csx Corp

Industrials
45
+ 0.17%
$32.48 - $35.45 $1.46K - $1.6K
25.9K $894M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.07K
+ 7.96%
$26.42 - $26.67 $28.2K - $28.5K
14.5K $386M
UNP
Union Pacific Corp

Industrials
16
+ 1.36%
$221.78 - $256.09 $3.55K - $4.1K
1.19K $292M
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 2.14%
$416.14 - $494.01 $4.58K - $5.43K
525 $254M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
405
+ 4.23%
$41.95 - $43.42 $17K - $17.6K
9.98K $431M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.05%
$138.85 - $182.81 $139 - $183
1.99K $344M
XLP
Consumer Staples Sector Spdr

ETFs
25
+ 0.85%
$76.04 - $76.04 $1.9K - $1.9K
2.96K $245M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.08%
$182.15 - $182.15 $182 - $182
1.31K $258M
AMZN
Amazon Com Inc

Consumer Cyclical
891
+ 8.52%
$161.02 - $200.0 $143K - $178K
11.3K $2.1B
ETN
Eaton Corp PLC

Industrials
7
+ 0.69%
$272.52 - $333.02 $1.91K - $2.33K
1.03K $336M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.1%
$255.18 - $283.2 $255 - $283
1.03K $288M
AVGO
Broadcom Inc.

Technology
6.09K
+ 949.07%
$136.27 - $1745.86 $830K - $10.6M
6.74K $1.13B
XLE
Energy Sector Spdr

ETFs
5
+ 0.19%
$84.35 - $93.39 $422 - $467
2.58K $232M
GOOGL
Alphabet Inc.

Communication Services
427
+ 13.4%
$148.65 - $191.18 $63.5K - $81.6K
3.61K $604M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.38%
$801.83 - $917.05 $8.82K - $10.1K
2.94K $2.58B
WM
Waste Management Inc

Industrials
3
+ 0.24%
$196.96 - $223.45 $591 - $670
1.25K $260M
ADBE
Adobe Inc.

Technology
70
+ 13.04%
$508.13 - $586.55 $35.6K - $41.1K
607 $305M
SPYG
Spdr Portfolio

ETFs
1
+ 0.01%
$73.38 - $84.1 $73.4 - $84.1
6.72K $549M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.37%
$514.43 - $606.85 $1.03K - $1.21K
545 $312M
LLY
Eli Lilly & CO

Healthcare
9
+ 1.09%
$772.14 - $960.02 $6.95K - $8.64K
831 $735M
FDX
Fedex Corp

Industrials
1
+ 0.11%
$254.64 - $313.52 $255 - $314
919 $248M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
147
+ 1.12%
$178.94 - $207.0 $26.3K - $30.4K
13.3K $2.63B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.94K
+ 0.79%
$31.97 - $37.3 $62.1K - $72.4K
246K $8.79B
MSFT
Microsoft Corp

Technology
187
+ 0.94%
$395.15 - $467.56 $73.9K - $87.4K
20.2K $8.48B
Activity Summary
Buys All Purchases 99 New Holdings 14 Increased Positions 85 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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