Commonwealth Equity Services, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
48,687
Previous 40,602 19.91%
Holding current value
$519,000
Previous $425,000 22.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
N/A
8,085 Added 19.91%
48,687 $519,000
Q2 2025

Aug 06, 2025
SELL
N/A
-711 Reduced 1.72%
40,602 $425,000
Q1 2025

May 09, 2025
BUY
N/A
15,755 Added 61.64%
41,313 $419,000
Q4 2024

Feb 10, 2025
BUY
N/A
3,763 Added 17.27%
25,558 $259,000
Q3 2024

Oct 18, 2024
BUY
N/A
9,713 Added 80.39%
21,795 $242,000
Q2 2024

Jul 31, 2024
BUY
N/A
12,082 New
12,082 $117,000
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