Commonwealth Equity Services, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
487,599
Previous 389,010 25.34%
Holding current value
$14.7 Million
Previous $11.1 Million 31.96%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
98,589 Added 25.34%
487,599 $14.7 Million
Q2 2025

Aug 06, 2025
BUY
N/A
155,773 Added 66.79%
389,010 $11.1 Million
Q1 2025

May 09, 2025
BUY
N/A
92,638 Added 65.89%
233,237 $6.32 Million
Q4 2024

Feb 10, 2025
BUY
N/A
39,637 Added 39.26%
140,599 $3.73 Million
Q3 2024

Oct 18, 2024
BUY
N/A
90,103 Added 829.75%
100,962 $2.75 Million
Q2 2024

Jul 31, 2024
BUY
N/A
10,859 New
10,859 $270,000
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