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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
DBJPDbx Etf Tr
Recent Activity
Exited
0%
$2.336M
30,937 shares@ $75.51 avg price
EQCEquity Comwlth
Recent Activity
Exited
0%
$2.256M
116,281 shares@ $19.41 avg price
LBAYTidal Etf Tr
Recent Activity
Exited
0%
$2.052M
79,598 shares@ $25.78 avg price
RILYB. Riley Financial Inc
Recent Activity
Exited
0%
$2.049M
116,156 shares@ $17.65 avg price
CATCCambridge Bancorp
Recent Activity
Exited
0%
$1.591M
23,063 shares@ $68.99 avg price
QQHNorthern Lts Fd Tr Iii
Recent Activity
Exited
0%
$1.413M
22,963 shares@ $61.54 avg price
KFKorea Fd Inc
Recent Activity
Exited
0%
$1.412M
58,508 shares@ $24.14 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$1.305M
405,204 shares@ $3.23 avg price
ALGAlamo Group Inc
Recent Activity
Exited
0%
$1.301M
7,519 shares@ $173.03 avg price
ROAMLattice Strategies Tr
Recent Activity
Exited
0%
$1.048M
43,393 shares@ $24.16 avg price