Commonwealth Financial Services, LLC Purchases in Q4 2024

Commonwealth Financial Services, LLC

  • $510 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.02K
+ 1.31%
$23.88 - $24.32 $120K - $122K
387K $9.28B
HSY
Hershey CO

Consumer Defensive
64
+ 5.59%
$168.67 - $193.65 $10.8K - $12.4K
1.21K $205M
CL
Colgate Palmolive CO

Consumer Defensive
118
+ 4.54%
$90.22 - $102.31 $10.6K - $12.1K
2.72K $247M
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.07%
$60.73 - $64.94 $789 - $844
17.6K $1.08B
CAT
Caterpillar Inc

Industrials
9
+ 0.93%
$360.37 - $416.88 $3.24K - $3.75K
972 $353M
ABBV
Abb Vie Inc.

Healthcare
422
+ 7.84%
$164.99 - $203.87 $69.6K - $86K
5.81K $1.03B
PEP
Pepsico Inc

Consumer Defensive
277
+ 7.27%
$151.29 - $176.1 $41.9K - $48.8K
4.09K $621M
URI
United Rentals, Inc.

Industrials
1
+ 0.31%
$704.44 - $880.32 $704 - $880
321 $226M
CSX
Csx Corp

Industrials
702
+ 2.71%
$31.58 - $36.88 $22.2K - $25.9K
26.6K $859M
FDL
First Tr Morningstar Dividend

ETFs
111
+ 0.42%
$39.59 - $43.95 $4.39K - $4.88K
26.6K $1.07B
PSA
Public Storage

Real Estate
27
+ 2.93%
$289.33 - $360.21 $7.81K - $9.73K
947 $284M
AMGN
Amgen Inc

Healthcare
165
+ 9.74%
$258.78 - $328.31 $42.7K - $54.2K
1.86K $484M
MRK
Merck & Co., Inc.

Healthcare
351
+ 5.72%
$96.31 - $114.76 $33.8K - $40.3K
6.48K $645M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.62K
+ 1.54%
$24.82 - $25.48 $139K - $143K
370K $9.21B
KO
Coca Cola CO

Consumer Defensive
254
+ 2.33%
$61.74 - $71.71 $15.7K - $18.2K
11.1K $694M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.5K
+ 1.64%
$22.71 - $23.47 $148K - $153K
403K $9.18B
XOM
Exxon Mobil Corp

Energy
803
+ 4.53%
$105.51 - $125.37 $84.7K - $101K
18.5K $1.99B
IBDV
Ishares Tr

Technology
7.95K
+ 1.97%
$21.24 - $22.15 $169K - $176K
411K $8.78B
PPG
Ppg Industries Inc

Basic Materials
62
+ 0.42%
$119.09 - $131.37 $7.38K - $8.14K
14.9K $1.78B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
422
+ 0.06%
$24.55 - $25.16 $10.4K - $10.6K
728K $17.9B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
10.8K
+ 4.4%
$32.68 - $36.28 $354K - $393K
257K $8.4B
LMT
Lockheed Martin Corp

Industrials
14
+ 0.34%
$479.66 - $614.62 $6.72K - $8.6K
4.12K $2B
Activity Summary
Buys All Purchases 123 New Holdings 11 Increased Positions 112 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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