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Alexander Hansen

@Commonwealth Equity Services, Llc

Latest period2024 - Q3ReportedManaged Assets$65.97BTotal holdings4055
Assets growth rate4.43%Assets growth rate (2-Q avg)4.7%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Commonwealth Equity Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4055 positions.

Assets under management

The assets under management (AUM) of Commonwealth Equity Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 65.97B in assets, with a quarterly growth rate of 4.43% and a 2-quarter average growth rate of 4.7%. The portfolio is managed by Alexander Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.02%
$9.094M
340,869 shares@ $26.68 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.02%
$7.466M
278,803 shares@ $26.78 avg price
FTCBFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$6.771M
313,082 shares@ $21.63 avg price
BUFYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$5.454M
271,357 shares@ $20.1 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$5.438M
248,435 shares@ $21.89 avg price
JULUAim Etf Products Trust
Recent Activity
New Position
0.01%
$4.559M
174,432 shares@ $26.14 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$3.713M
75,123 shares@ $49.43 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$3.675M
155,403 shares@ $23.65 avg price
GARPIshares Tr
Recent Activity
New Position
0.01%
$3.658M
68,504 shares@ $53.4 avg price
XMPTVaneck Etf Trust
Recent Activity
New Position
0.01%
$3.565M
153,868 shares@ $23.17 avg price