Commonwealth Financial Services, LLC Incresed Positions in Q3 2024

Commonwealth Financial Services, LLC

  • $506 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
127K
+ 1936.48%
$47.95 - $49.61 $6.1M - $6.31M
134K $6.62B
QUAL
Ishares Msci Usa Quality Facto

ETFs
27.1K
+ 1587.59%
$162.64 - $179.3 $4.41M - $4.86M
28.8K $5.13B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48.2K
+ 227.05%
$100.3 - $100.74 $4.84M - $4.86M
69.5K $6.97B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
32.2K
+ 4.59%
$42.87 - $45.76 $1.38M - $1.47M
734K $33.3B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 218.58%
$110.22 - $120.89 $2.36M - $2.59M
31.3K $3.75B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
29.3K
+ 4.19%
$24.39 - $25.28 $714K - $740K
727K $18.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
346
+ 0.55%
$517.38 - $573.86 $179K - $199K
63.7K $36.2B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.8K
+ 6.35%
$53.41 - $57.9 $417K - $452K
131K $7.54B
IBDV
Ishares Tr

Technology
27.3K
+ 7.27%
$21.11 - $22.24 $577K - $608K
403K $8.92B
DAUG
First Tr ETF Viii Cboe Vest Us
20K
+ 133.39%
N/A
35K $1.36B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.83K
+ 6.76%
$42.22 - $48.62 $330K - $380K
124K $5.7B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.4K
+ 5.62%
$24.62 - $25.59 $477K - $496K
364K $9.28B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.3K
+ 6.45%
$23.75 - $23.75 $554K - $554K
385K $9.33B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.8K
+ 5.74%
$23.63 - $24.42 $491K - $507K
382K $9.29B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
17K
+ 55.6%
$36.35 - $38.17 $617K - $648K
47.5K $1.81B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
17.1K
+ 52.24%
$34.5 - $36.48 $590K - $624K
49.8K $1.81B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
16.1K
+ 54.53%
$37.92 - $39.03 $611K - $629K
45.7K $1.78B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
9.93K
+ 6.29%
$38.81 - $41.41 $385K - $411K
168K $6.91B
LMT
Lockheed Martin Corp

Industrials
3
+ 0.07%
$460.3 - $584.56 $1.38K - $1.75K
4.1K $2.49B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.93K
+ 2.09%
$58.75 - $64.07 $113K - $123K
94K $6B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
15.3K
+ 3.71%
$22.76 - $23.41 $348K - $358K
427K $9.94B
IBHG
Ishares Tr Ibonds 2027 Term Hi
16K
+ 4.92%
$21.89 - $22.6 $349K - $361K
340K $7.64B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
12K
+ 7.78%
$29.08 - $31.84 $349K - $382K
166K $5.26B
GLD
Spdr Gold Trust

ETFs
1.46K
+ 41.46%
$215.56 - $246.98 $314K - $360K
4.97K $1.22B
EFG
Msci Eafe Growth ETF

ETFs
2.6K
+ 5.36%
$96.84 - $108.77 $252K - $283K
51.1K $5.46B
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 6.81%
$66.91 - $81.4 $112K - $136K
26.2K $2.13B
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
+ 13.02%
$194.9 - $224.8 $342K - $395K
15.2K $3.16B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.11K
+ 9.72%
$60.84 - $67.51 $250K - $277K
46.4K $3.1B
BLDR
Builders First Source, Inc.

Industrials
24
+ 0.43%
$132.6 - $201.83 $3.18K - $4.84K
5.56K $1.08B
ABBV
Abb Vie Inc.

Healthcare
170
+ 3.26%
$163.84 - $199.33 $27.9K - $33.9K
5.39K $1.06B
XOM
Exxon Mobil Corp

Energy
384
+ 2.22%
$109.72 - $119.0 $42.1K - $45.7K
17.7K $2.13B
META
Meta Platforms, Inc.

Communication Services
141
+ 7.28%
$453.41 - $572.44 $63.9K - $80.7K
2.08K $1.2B
CSCO
Cisco Systems, Inc.

Technology
176
+ 0.83%
$44.74 - $53.22 $7.87K - $9.37K
21.3K $1.12B
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.35K
+ 15.41%
$71.38 - $79.23 $96.2K - $107K
10.1K $793M
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 1.27%
$213.3 - $270.78 $5.33K - $6.77K
1.99K $543M
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
D
Dominion Energy, Inc

Utilities
416
+ 8.65%
$48.01 - $58.53 $20K - $24.3K
5.23K $304M
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
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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