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
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.01%
$3.17M
127,455 shares@ $24.88 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$2.68M
17,747 shares@ $151.02 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$2.573M
79,798 shares@ $32.25 avg price
KAUGInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.505M
100,056 shares@ $25.04 avg price
ZAUGInnovator Etfs Trust
Recent Activity
New Position
0.01%
$2.461M
99,778 shares@ $24.67 avg price
AUSFGlobal X Fds
Recent Activity
New Position
0.01%
$2.291M
53,646 shares@ $42.71 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$2.129M
104,129 shares@ $20.45 avg price
MAXJIshares Tr
Recent Activity
New Position
0.01%
$1.91M
73,500 shares@ $25.99 avg price
AJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$1.674M
62,162 shares@ $26.93 avg price
ZEUSOlympic Steel Inc
Recent Activity
New Position
0.01%
$1.617M
41,468 shares@ $39.0 avg price