Commonwealth Equity Services, LLC Purchases in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
60.9K
+ 5.73%
$233.76 - $261.58 $14.2M - $15.9M
1.12M $270M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
178K
+ 60.4%
$100.22 - $100.73 $17.8M - $17.9M
472K $47.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
57.6K
+ 9.98%
$198.04 - $221.51 $11.4M - $12.8M
635K $134M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
176K
+ 104.66%
$100.16 - $100.7 $17.6M - $17.7M
344K $34.5M
IWM
Ishares Russell 2000 ETF

ETFs
78.4K
+ 11.18%
$216.13 - $242.4 $16.9M - $19M
780K $172M
COST
Costco Wholesale Corp

Consumer Defensive
5.05K
+ 1.26%
$873.59 - $994.69 $4.41M - $5.02M
407K $373M
CGUS
Capital Group Core Equity ETF
404K
+ 17.22%
$33.96 - $36.24 $13.7M - $14.6M
2.75M $96.1M
AXON
Axon Enterprise, Inc.

Industrials
1.5K
+ 2.0%
$399.22 - $689.78 $600K - $1.04M
76.7K $45.6M
FDVV
Fidelity High Dividend ETF

ETFs
345K
+ 12.48%
$49.66 - $52.63 $17.2M - $18.2M
3.11M $156M
PVAL
Putnam ETF Tr Putnam Focused L
424K
+ 52.81%
$36.85 - $39.99 $15.6M - $17M
1.23M $45.5M
BX
Blackstone Inc.

Financial Services
5.95K
+ 0.84%
$148.45 - $199.05 $883K - $1.18M
716K $124M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
127K
+ 11.3%
$70.54 - $79.61 $8.97M - $10.1M
1.25M $95.2M
IYF
Ishares Tr

ETFs
118K
+ 95.79%
$102.7 - $119.05 $12.1M - $14.1M
242K $26.7M
T Rowe Price ETF Inc
409K
+ 13.57%
N/A
3.43M $114M
FMIL
Fidelity Covington Tr New Mill
294K
+ 58.98%
N/A
793K $36.4M
JGRO
J P Morgan Exchange Traded Fd
112K
+ 11.05%
N/A
1.13M $91.6M
SPYG
Spdr Portfolio

ETFs
57.7K
+ 3.47%
$81.74 - $91.38 $4.71M - $5.27M
1.72M $151M
VBR
Vanguard Small Cap Value ETF

ETFs
75.1K
+ 11.74%
$197.36 - $217.3 $14.8M - $16.3M
715K $142M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
22.9K
+ 1.72%
$129.96 - $144.97 $2.98M - $3.32M
1.36M $189M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25.5K
+ 7.65%
$172.07 - $207.36 $4.39M - $5.29M
359K $71M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
255K
+ 40.45%
N/A
886K $44.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.79K
+ 1.48%
$275.15 - $388.2 $767K - $1.08M
191K $65.4M
FTQI
First Trust ETF Vi First Trust

ETFs
591K
+ 123.12%
$20.23 - $21.46 $12M - $12.7M
1.07M $22.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
202K
+ 18.46%
$55.86 - $60.21 $11.3M - $12.2M
1.3M $74.3M
CGGO
Capital Group Global Growth Eq

ETFs
520K
+ 15.38%
$29.21 - $30.67 $15.2M - $16M
3.9M $114M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
140K
+ 29.84%
$72.18 - $81.41 $10.1M - $11.4M
610K $46.1M
BA
Boeing CO

Industrials
9.15K
+ 2.26%
$138.14 - $180.72 $1.26M - $1.65M
415K $73.4M
SHV
Ishares Tr

ETFs
106K
+ 64.28%
$109.92 - $110.57 $11.6M - $11.7M
270K $29.8M
BMY
Bristol Myers Squibb CO

Healthcare
104K
+ 8.85%
$51.92 - $59.94 $5.38M - $6.21M
1.27M $72.1M
RECS
Columbia ETF Tr I

ETFs
320K
+ 55.19%
$33.61 - $36.42 $10.8M - $11.7M
901K $31.2M
MSFT
Microsoft Corp

Technology
98.4K
+ 2.87%
$406.35 - $454.46 $40M - $44.7M
3.52M $1.48B
IJS
Ishares S&P Smallcap 600 Value

ETFs
98.7K
+ 15.25%
$104.59 - $118.05 $10.3M - $11.7M
746K $81M
MS
Morgan Stanley

Financial Services
16.1K
+ 3.74%
$104.42 - $134.99 $1.68M - $2.17M
447K $56.2M
XLK
Technology Sector Spdr

ETFs
21.5K
+ 2.32%
$220.26 - $241.44 $4.73M - $5.18M
945K $220M
Trust For Professional Manag
313K
+ 3943.75%
N/A
321K $11.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
86.6K
+ 55.95%
$119.61 - $136.3 $10.4M - $11.8M
241K $29.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
129K
+ 121.51%
$86.65 - $94.9 $11.2M - $12.2M
235K $20.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
112K
+ 176.2%
$89.97 - $98.59 $10.1M - $11.1M
176K $16.7M
FSMD
Fidelity Covington Tr Small Mi

ETFs
274K
+ 18.57%
$40.75 - $44.85 $11.2M - $12.3M
1.75M $72.1M
Capital Group Core Balanced
344K
+ 38.67%
N/A
1.23M $38.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
211K
+ 31.99%
$50.23 - $50.46 $10.6M - $10.6M
870K $43.8M
FSK
Fs Kkr Capital Corp

Financial Services
91.2K
+ 2.13%
$19.71 - $22.22 $1.8M - $2.03M
4.37M $95M
SHOP
Shopify Inc.

Technology
8.41K
+ 2.29%
$78.14 - $119.49 $657K - $1.01M
375K $39.9M
GS
Goldman Sachs Group Inc

Financial Services
3.47K
+ 3.19%
$486.1 - $608.57 $1.69M - $2.11M
112K $64.3M
Victory Portfolios Ii
296K
+ 74.26%
N/A
694K $23.6M
J P Morgan Exchange Traded F
165K
+ 114.18%
N/A
310K $19.2M
VGT
Vanguard Information Technolog

ETFs
4.17K
+ 1.9%
$571.78 - $647.97 $2.39M - $2.7M
224K $139M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
130K
+ 14.17%
$66.77 - $71.52 $8.69M - $9.31M
1.05M $72.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.97M
+ 311.9%
$25.93 - $105.3 $76.9M - $312M
3.92M $109M
Activity Summary
Buys All Purchases 2331 New Holdings 238 Increased Positions 2093 Sells All Sells 1669 Reductions 1669 Sold out 0 Options Calls 0 Puts 0
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