Commonwealth Equity Services, LLC Reduced Holdings in Q4 2024

Commonwealth Equity Services, LLC

  • $68.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOS
Mosaic CO

Basic Materials
-22.8K
- 29.42%
$23.87 - $28.34 $544K - $646K
54.7K $1.34M
WTRG
Essential Utilities, Inc.

Utilities
-4.84K
- 1.97%
$36.18 - $40.55 $175K - $196K
241K $8.76M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-1.31K
- 2.56%
$64.28 - $76.45 $84.1K - $100K
49.7K $3.2M
CSL
Carlisle Companies Inc

Industrials
-117
- 1.4%
$368.67 - $480.91 $43.1K - $56.3K
8.27K $3.05M
DAC
Danaos Corp

Industrials
-2.31K
- 2.9%
$76.4 - $87.8 $177K - $203K
77.5K $6.21M
PSN
Parsons Corp

Industrials
-4.27K
- 15.2%
$92.25 - $113.31 $394K - $484K
23.8K $2.2M
SMIN
Ishares Msci India Small Cap I

ETFs
-7.43K
- 52.75%
$75.68 - $86.0 $562K - $639K
6.66K $509K
IVT
Inven Trust Properties Corp.

Real Estate
-32.9K
- 19.9%
$28.52 - $31.3 $937K - $1.03M
132K $3.99M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-4.66K
- 12.85%
$64.29 - $75.41 $300K - $351K
31.6K $2.04M
Siriusxm Holdings Inc
-24.6K
- 15.83%
N/A
131K $2.98M
NEP
Nextera Energy Partners, LP

Utilities
-3.39K
- 5.28%
$15.87 - $26.96 $53.9K - $91.5K
60.9K $1.09M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-2.26K
- 1.76%
$49.25 - $53.57 $111K - $121K
126K $6.23M
EMQQ
Emqq Emerging Markets Internet

ETFs
-2.03K
- 1.54%
$34.48 - $41.58 $70K - $84.4K
129K $4.46M
NTAP
Net App, Inc.

Technology
-4.55K
- 20.84%
$115.31 - $131.11 $525K - $597K
17.3K $2.01M
BIDU
Baidu, Inc.

Communication Services
-2.13K
- 8.77%
$80.33 - $115.13 $171K - $245K
22.1K $1.87M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-13K
- 14.81%
$43.6 - $47.2 $566K - $612K
74.6K $3.26M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-338
- 1.1%
$156.32 - $178.25 $52.8K - $60.2K
30.4K $4.78M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-20.9K
- 27.88%
$28.62 - $30.45 $598K - $636K
54K $1.55M
CION
Cion Investment Corp

Financial Services
-43.1K
- 12.61%
$11.25 - $12.08 $485K - $521K
299K $3.41M
RUN
Sunrun Inc.

Technology
-2.2K
- 3.01%
$9.13 - $17.5 $20K - $38.4K
70.8K $655K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-8.88K
- 5.92%
$18.42 - $22.58 $163K - $200K
141K $2.66M
Ftai Aviation LTD
-5.11K
- 62.43%
N/A
3.08K $443K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-50
- 0.07%
$59.24 - $74.8 $2.96K - $3.74K
71K $4.35M
QDEF
Flexshares Quality Div Defensi

ETFs
-8.72K
- 38.8%
$70.22 - $73.73 $612K - $643K
13.8K $966K
EW
Edwards Lifesciences Corp

Healthcare
-29.6K
- 15.31%
$64.54 - $75.92 $1.91M - $2.24M
164K $12.1M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-16.8K
- 7.68%
$47.71 - $49.76 $803K - $838K
202K $9.91M
EMB
Ishares Tr

ETFs
-2.15K
- 2.21%
$88.94 - $93.46 $191K - $200K
94.9K $8.45M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.86K
- 0.26%
$40.38 - $44.35 $75.1K - $82.5K
717K $29.3M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-2.83K
- 1.51%
$61.65 - $67.55 $174K - $191K
185K $11.6M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-20.6K
- 10.87%
$36.3 - $37.43 $746K - $770K
169K $6.28M
NRZ
New Residential Investment Corp.

Real Estate
-35.5K
- 7.64%
N/A
429K $4.65M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-26.1K
- 9.33%
$30.02 - $31.23 $782K - $814K
253K $7.81M
First Tr Exchng Traded Fd Vi
-19K
- 18.37%
N/A
84.6K $3M
BCAT
Black Rock Capital Allocation Trust

ETFs
-23.4K
- 11.5%
$15.1 - $16.65 $353K - $389K
180K $2.72M
CHY
Calamos Convertible & High Income Fund

Financial Services
-53.5K
- 34.35%
$11.79 - $12.56 $631K - $672K
102K $1.24M
CNC
Centene Corp

Healthcare
-3.81K
- 14.54%
$56.71 - $73.94 $216K - $281K
22.4K $1.36M
NU
Nu Holdings Ltd.

Financial Services
-10.8K
- 7.11%
$10.24 - $15.89 $111K - $172K
142K $1.47M
DAUG
First Tr ETF Viii Cboe Vest Us
-22.2K
- 4.59%
N/A
461K $18.3M
Sharkninja Inc
-5.22K
- 57.44%
N/A
3.87K $377K
First Tr Exchng Traded Fd Vi
-17.9K
- 20.82%
N/A
68.1K $2.55M
WDC
Western Digital Corp

Technology
-7.59K
- 42.99%
$59.62 - $73.43 $452K - $557K
10.1K $600K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-14.1K
- 4.23%
$34.25 - $37.94 $483K - $535K
320K $11.6M
STAG
Stag Industrial, Inc.

Real Estate
-2.78K
- 2.92%
$33.22 - $39.1 $92.5K - $109K
92.4K $3.13M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-6.58K
- 17.51%
$32.56 - $42.89 $214K - $282K
31K $1.03M
HEEM
Ishares Currency Hedged Msci E

ETFs
-19.6K
- 44.41%
$27.03 - $29.78 $530K - $584K
24.6K $664K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-18.9K
- 6.78%
$10.92 - $12.66 $207K - $240K
261K $2.88M
ABNB
Airbnb, Inc.

Consumer Cyclical
-6.8K
- 9.85%
$125.36 - $147.37 $852K - $1M
62.2K $8.17M
Aim ETF Products Trust
-21.6K
- 13.93%
N/A
133K $4.14M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-22.1K
- 5.32%
$102.88 - $117.55 $2.27M - $2.59M
393K $42.2M
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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