Commonwealth Equity Services, LLC SERIES PORTFOLIOS TR Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025
Number of Shares
14,209
Previous 10,825 31.26%
Holding current value
$381,000
Previous $289,000 31.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
BUY
N/A
3,384 Added 31.26%
14,209 $381,000
Q2 2025

Aug 06, 2025
SELL
N/A
-21,990 Reduced 67.01%
10,825 $289,000
Q1 2025

May 09, 2025
BUY
N/A
32,815 New
32,815 $872,000
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