Commonwealth Financial Services, LLC Reduced Holdings in Q3 2024

Commonwealth Financial Services, LLC

  • $506 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
-100
- 4.31%
$137.09 - $137.09 $13.7K - $13.7K
2.22K $342M
ICE
Intercontinental Exchange, Inc.

Financial Services
-117
- 5.78%
$136.93 - $162.81 $16K - $19K
1.91K $307M
FAST
Fastenal CO

Industrials
-235
- 4.96%
$62.09 - $71.83 $14.6K - $16.9K
4.51K $320M
IVE
Ishares S&P 500 Value ETF

ETFs
-382
- 5.85%
$181.06 - $197.17 $69.2K - $75.3K
6.15K $1.21B
IYJ
Ishares Tr

ETFs
-55
- 2.19%
$118.32 - $133.67 $6.51K - $7.35K
2.45K $328M
ITW
Illinois Tool Works Inc

Industrials
-28
- 2.08%
$233.14 - $263.97 $6.53K - $7.39K
1.32K $344M
SJM
J M Smucker CO

Consumer Defensive
-17
- 0.56%
$109.12 - $122.4 $1.86K - $2.08K
3.01K $365M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-552
- 4.45%
$71.9 - $79.86 $39.7K - $44.1K
11.8K $933M
MA
Mastercard Inc

Financial Services
-30
- 2.81%
$429.6 - $500.99 $12.9K - $15K
1.04K $515M
PWR
Quanta Services, Inc.

Industrials
-29
- 2.52%
$239.58 - $298.23 $6.95K - $8.65K
1.12K $332M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1
- 0.01%
$54.31 - $61.04 $54.3 - $61
6.84K $416M
DUK
Duke Energy Corp

Utilities
-33
- 1.04%
$99.35 - $117.71 $3.28K - $3.88K
3.13K $364M
MMM
3 M CO

Industrials
-319
- 12.73%
$99.69 - $139.42 $31.8K - $44.5K
2.19K $300M
ADP
Automatic Data Processing Inc

Industrials
-23
- 2.02%
$233.44 - $279.45 $5.37K - $6.43K
1.12K $313M
PAYX
Paychex Inc

Industrials
-66
- 2.87%
$116.17 - $135.19 $7.67K - $8.92K
2.24K $315M
CAT
Caterpillar Inc

Industrials
-41
- 4.08%
$316.8 - $391.12 $13K - $16K
963 $378M
PSA
Public Storage

Real Estate
-36
- 3.77%
$283.13 - $365.01 $10.2K - $13.1K
920 $331M
First Tr Exchng Traded Fd Vi
-352
- 0.27%
N/A
131K $4.93B
DGRO
Ishares Core Dividend Growth E

ETFs
-86
- 0.49%
$57.47 - $62.76 $4.94K - $5.4K
17.6K $1.1B
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.46%
$245.82 - $304.51 $1.72K - $2.13K
1.53K $463M
T
At&T Inc.

Communication Services
-227
- 0.68%
$18.21 - $22.28 $4.13K - $5.06K
33.1K $732M
FDL
First Tr Morningstar Dividend

ETFs
-36
- 0.14%
$37.66 - $42.06 $1.36K - $1.51K
26.5K $1.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-649
- 1.27%
$75.32 - $84.37 $48.9K - $54.8K
50.4K $4.18B
AEP
American Electric Power CO Inc

Utilities
-1.11K
- 5.62%
$87.11 - $104.95 $96.8K - $117K
18.6K $1.91B
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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