Commonwealth Equity Services, LLC Reduced Holdings in Q3 2024

Commonwealth Equity Services, LLC

  • $66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.41K
- 1.07%
$61.71 - $68.15 $87K - $96.1K
130K $8.79M
Cava Group Inc
-8.74K
- 16.36%
N/A
44.7K $5.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.85K
- 0.95%
$59.93 - $66.52 $111K - $123K
192K $12.8M
ARKW
Ark Next Generation Internet E

ETFs
-4.67K
- 3.37%
$68.06 - $85.67 $318K - $400K
134K $11.4M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-6.29K
- 1.47%
$6.26 - $7.76 $39.4K - $48.8K
423K $3.25M
VEEV
Veeva Systems Inc

Healthcare
-724
- 2.62%
$180.43 - $223.9 $131K - $162K
26.9K $5.64M
FR
First Industrial Realty Trust Inc

Real Estate
-564
- 0.75%
$47.13 - $56.97 $26.6K - $32.1K
74.2K $4.15M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-53
- 0.06%
$61.04 - $71.27 $3.24K - $3.78K
84.9K $5.88M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-121
- 0.21%
$102.34 - $114.52 $12.4K - $13.9K
58.8K $6.73M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-10.3K
- 2.11%
$31.4 - $40.35 $322K - $414K
476K $17.9M
DAUG
First Tr ETF Viii Cboe Vest Us
-105
- 0.02%
N/A
483K $18.9M
NBTB
Nbt Bancorp Inc

Financial Services
-2.03K
- 1.61%
$37.75 - $49.84 $76.6K - $101K
124K $5.48M
GNRC
Generac Holdings Inc.

Industrials
-6.48K
- 10.47%
$133.16 - $159.78 $863K - $1.04M
55.5K $8.81M
IAT
Ishares Tr

ETFs
-1.44K
- 1.27%
$40.8 - $48.93 $58.5K - $70.2K
112K $5.32M
PANW
Palo Alto Networks Inc

Technology
-505
- 0.18%
$294.18 - $368.01 $149K - $186K
284K $97.2M
ILCV
Ishares Morningstar Value ETF

ETFs
-2K
- 1.48%
$75.47 - $82.2 $151K - $164K
133K $10.9M
LOB
Live Oak Bancshares, Inc.

Financial Services
-9.24K
- 10.7%
$33.45 - $49.72 $309K - $459K
77.1K $3.65M
PNR
Pentair PLC

Industrials
-635
- 1.94%
$74.39 - $97.79 $47.2K - $62.1K
32K $3.13M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.14K
- 1.65%
$91.37 - $101.65 $287K - $320K
188K $19.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
-267
- 0.54%
$92.36 - $108.47 $24.7K - $29K
48.9K $5.22M
EPR
Epr Properties

Real Estate
-7.57K
- 5.22%
$41.26 - $49.58 $312K - $375K
137K $6.74M
FNV
Franco Nevada Corp

Basic Materials
-972
- 0.71%
$116.95 - $131.12 $114K - $127K
137K $17M
MFC
Manulife Financial Corp

Financial Services
-8.76K
- 2.76%
$24.13 - $29.63 $211K - $260K
308K $9.11M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-722
- 0.57%
$46.45 - $53.68 $33.5K - $38.8K
126K $6.64M
ONON
On Holding Ag

Consumer Cyclical
-2K
- 2.93%
$36.63 - $51.57 $73.2K - $103K
66.1K $3.32M
ENPH
Enphase Energy, Inc.

Technology
-4.65K
- 5.15%
$95.77 - $123.65 $446K - $575K
85.7K $9.69M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.17K
- 2.41%
$221.96 - $243.27 $481K - $527K
87.8K $20.9M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.43K
- 3.27%
$52.04 - $64.22 $178K - $220K
101K $6.2M
TRU
Trans Union

Industrials
-35.5K
- 24.47%
$72.72 - $106.05 $2.58M - $3.76M
109K $11.5M
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.2K
- 1.0%
$49.94 - $57.52 $59.9K - $69K
119K $6.86M
DINT
Davis Fundamental ETF Tr

ETFs
-1
- -0.0%
$18.92 - $24.25 $18.9 - $24.3
179K $4.31M
LNT
Alliant Energy Corp

Utilities
-32
- 0.04%
$50.74 - $60.74 $1.62K - $1.94K
76.6K $4.65M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.01K
- 2.63%
$136.93 - $162.81 $138K - $164K
37.5K $6.02M
AAXJ
Ishares Msci All Country Asia

ETFs
-400
- 0.33%
$68.09 - $79.71 $27.2K - $31.9K
121K $9.5M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-18.1K
- 6.09%
$52.25 - $58.97 $945K - $1.07M
279K $16.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-9.52K
- 11.4%
$29.24 - $45.37 $278K - $432K
74K $3.33M
Brookfield Infrastructure CO
-4.05K
- 4.2%
N/A
92.4K $4.01M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-3.6K
- 1.34%
$37.68 - $42.0 $135K - $151K
266K $11M
CW
Curtiss Wright Corp

Industrials
-536
- 3.27%
$265.18 - $332.22 $142K - $178K
15.9K $5.22M
FNF
Fidelity National Financial, Inc.

Financial Services
-2.92K
- 3.86%
$48.08 - $62.04 $140K - $181K
72.7K $4.51M
SMG
Scotts Miracle Gro CO

Basic Materials
-61
- 0.17%
$61.06 - $86.7 $3.72K - $5.29K
36.3K $3.15M
BOTZ
Global X Fds

ETFs
-20.5K
- 1.85%
$27.68 - $32.27 $568K - $663K
1.09M $35M
SYY
Sysco Corp

Consumer Defensive
-17.4K
- 5.38%
$69.16 - $78.98 $1.2M - $1.38M
306K $23.9M
CAH
Cardinal Health Inc

Healthcare
-1.23K
- 1.59%
$93.74 - $114.66 $115K - $141K
76.3K $8.43M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.83K
- 1.45%
$285.48 - $330.24 $1.09M - $1.27M
261K $83.9M
TD
Toronto Dominion Bank

Financial Services
-766
- 0.74%
$54.54 - $64.56 $41.8K - $49.5K
103K $6.53M
SPG
Simon Property Group Inc

Real Estate
-5.63K
- 5.44%
$146.09 - $170.11 $822K - $958K
97.9K $16.5M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
-1.32K
- 0.25%
$30.87 - $33.59 $40.7K - $44.3K
528K $17.7M
PEP
Pepsico Inc

Consumer Defensive
-22K
- 2.46%
$161.9 - $179.3 $3.56M - $3.94M
873K $149M
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
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