Commonwealth Equity Services, LLC MORGAN STANLEY DIRECT LENDIN Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
42,778
Previous 28,802 48.52%
Holding current value
$688,000
Previous $539,000 27.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
N/A
13,976 Added 48.52%
42,778 $688,000
Q2 2025

Aug 06, 2025
BUY
N/A
1,133 Added 4.09%
28,802 $539,000
Q1 2025

May 09, 2025
BUY
N/A
10,640 Added 62.48%
27,669 $552,000
Q4 2024

Feb 10, 2025
BUY
N/A
17,029 New
17,029 $352,000
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