Commonwealth Equity Services, LLC Incresed Positions in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFX
Teleflex Inc

Healthcare
79
+ 1.81%
$211.25 - $247.28 $16.7K - $19.5K
4.46K $1.1M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
181
+ 0.58%
$41.55 - $55.98 $7.52K - $10.1K
31.2K $1.54M
LNC
Lincoln National Corp

Financial Services
4.38K
+ 4.12%
$28.71 - $34.05 $126K - $149K
111K $3.49M
POR
Portland General Electric CO

Utilities
517
+ 1.55%
$42.44 - $49.09 $21.9K - $25.4K
33.8K $1.62M
Tcw ETF Trust
8.06K
+ 19.6%
N/A
49.2K $1.33M
SGDM
Sprott ETF Tr Gold Miners ETF
1.49K
+ 4.96%
N/A
31.6K $978K
XDQQ
Innovator Etfs Tr Growth Accel
3.75K
+ 7.8%
$27.96 - $32.11 $105K - $120K
51.9K $1.66M
RXI
Ishares Tr

ETFs
49
+ 0.49%
$150.45 - $178.42 $7.37K - $8.74K
10.1K $1.79M
IQDF
Flexshares International Quali

ETFs
5.08K
+ 18.21%
$23.76 - $26.57 $121K - $135K
33K $867K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
787
+ 1.26%
$44.93 - $47.34 $35.4K - $37.3K
63.4K $3M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
8.05K
+ 24.33%
$18.13 - $19.13 $146K - $154K
41.2K $780K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
7.45K
+ 7.57%
$12.0 - $13.08 $89.3K - $97.4K
106K $1.38M
PSL
Invesco Dwa Consumer Staples M
794
+ 4.05%
N/A
20.4K $2.08M
UHALB
Amerco Com Ser N
48
+ 0.34%
N/A
14K $1.01M
APLD
Applied Blockchain, Inc.

Financial Services
1.84K
+ 2.76%
$3.15 - $8.29 $5.8K - $15.3K
68.5K $565K
DFSI
Dimensional ETF Tr Dimen Intl
1.98K
+ 5.7%
N/A
36.8K $1.31M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.24K
+ 1.0%
$13.24 - $14.64 $29.6K - $32.7K
225K $3.3M
First Tr Exchng Traded Fd Vi
7.17K
+ 18.89%
N/A
45.2K $945K
NOCT
Innovator Growth 100 Power Buf

ETFs
1.87K
+ 2.25%
$47.88 - $49.91 $89.4K - $93.2K
84.8K $4.23M
OGS
One Gas, Inc.

Utilities
471
+ 3.8%
$62.22 - $74.44 $29.3K - $35.1K
12.9K $957K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
898
+ 1.57%
$82.41 - $92.06 $74K - $82.7K
58.3K $5.25M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
2.95K
+ 3.88%
$37.92 - $39.03 $112K - $115K
79K $3.08M
JHMB
John Hancock Exchange Traded

ETFs
5.6K
+ 12.22%
$21.34 - $22.79 $120K - $128K
51.4K $1.15M
PAA
Plains All American Pipeline LP

Energy
13K
+ 10.17%
$17.0 - $19.03 $222K - $248K
141K $2.46M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.87K
+ 1.35%
$25.38 - $26.27 $47.3K - $49K
140K $3.69M
WTFC
Wintrust Financial Corp

Financial Services
684
+ 7.55%
$96.43 - $111.89 $66K - $76.5K
9.74K $1.06M
Inspirato Incorporated
33.8K
+ 71.1%
N/A
81.4K $330K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.1K
+ 2.19%
$28.08 - $32.61 $31K - $36K
51.6K $1.63M
JRE
Janus Detroit Str Tr U S Real

ETFs
475
+ 1.17%
$22.02 - $26.26 $10.5K - $12.5K
40.9K $1.06M
Celestica Inc
4.98K
+ 33.64%
N/A
19.8K $1.01M
LYFT
Lyft, Inc.

Technology
17.4K
+ 39.8%
$9.08 - $13.97 $158K - $243K
61.1K $779K
Innovator Etfs Trust
5.67K
+ 35.86%
N/A
21.5K $567K
IAG
Iamgold Corp

Basic Materials
21.7K
+ 70.33%
$3.58 - $5.52 $77.6K - $120K
52.5K $274K
WAFD
Washington Federal Inc

Financial Services
106
+ 0.43%
$27.9 - $36.89 $2.96K - $3.91K
24.8K $865K
CHH
Choice Hotels International Inc

Consumer Cyclical
98
+ 0.77%
$117.06 - $133.72 $11.5K - $13.1K
12.9K $1.68M
TDOC
Teladoc Health, Inc.

Healthcare
21.2K
+ 33.88%
$6.79 - $10.09 $144K - $214K
83.7K $768K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.17K
+ 1.89%
$24.27 - $27.34 $52.5K - $59.2K
117K $3.14M
FRI
First Tr S&P Reit Index Fd

ETFs
1.12K
+ 3.62%
$25.47 - $29.98 $28.5K - $33.6K
32.1K $950K
WDC
Western Digital Corp

Technology
3.81K
+ 27.51%
$56.25 - $80.24 $214K - $306K
17.7K $1.21M
Innovator Etfs Trust
4.81K
+ 54.09%
N/A
13.7K $397K
Tidal Tr Ii
6.34K
+ 31.12%
N/A
26.7K $654K
FCPT
Four Corners Property Trust, Inc.

Real Estate
704
+ 2.47%
$24.44 - $30.62 $17.2K - $21.6K
29.2K $855K
QDEF
Flexshares Quality Div Defensi

ETFs
272
+ 1.22%
$65.13 - $71.51 $17.7K - $19.5K
22.5K $1.61M
DCI
Donaldson CO Inc

Industrials
1.05K
+ 3.09%
$69.34 - $74.86 $72.8K - $78.6K
35.1K $2.59M
RZG
Invesco Fd Tr S&P Smallcap 600
875
+ 3.39%
N/A
26.7K $1.37M
JLL
Jones Lang Lasalle Inc

Real Estate
73
+ 3.6%
$198.7 - $272.0 $14.5K - $19.9K
2.1K $567K
FIBK
First Interstate Bancsystem Inc

Financial Services
96
+ 0.19%
$27.11 - $32.35 $2.6K - $3.11K
50.3K $1.54M
ACVA
Acv Auctions Inc.

Consumer Cyclical
748
+ 1.17%
$14.83 - $20.92 $11.1K - $15.6K
64.7K $1.32M
FAB
First Tr Multi Cap Value Alpha

ETFs
407
+ 2.04%
$77.64 - $85.16 $31.6K - $34.7K
20.3K $1.72M
Activity Summary
Buys All Purchases 1961 New Holdings 211 Increased Positions 1750 Sells All Sells 1993 Reductions 1993 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email