test

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
TFJLInnovator Etfs Trust
Recent Activity
Exited
0%
$17.397M
878,197 shares@ $19.81 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Exited
0%
$9.308M
319,548 shares@ $29.13 avg price
ESTCElastic N V
Recent Activity
Exited
0%
$8.089M
71,016 shares@ $113.91 avg price
DVOLFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$6.262M
206,860 shares@ $30.28 avg price
LOGILogitech Intl S A
Recent Activity
Exited
0%
$4.561M
47,079 shares@ $96.88 avg price
LFEQVaneck Etf Trust
Recent Activity
Exited
0%
$4.219M
91,491 shares@ $46.12 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$3.654M
72,706 shares@ $50.26 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$2.956M
19,649 shares@ $150.45 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$2.535M
895,927 shares@ $2.83 avg price
ARHSArhaus Inc
Recent Activity
Exited
0%
$2.505M
147,862 shares@ $16.95 avg price