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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
FUNCedar Fair L P
Recent Activity
Exited
0%
$1.022M
18,806 shares@ $54.35 avg price
FIBRIshares Tr
Recent Activity
Exited
0%
$955,000
11,122 shares@ $85.87 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$914,000
41,285 shares@ $22.14 avg price
TNETTrinet Group Inc
Recent Activity
Exited
0%
$900,000
9,000 shares@ $100.0 avg price
FAXAbrdn Asia Pacific Income Fu
Recent Activity
Exited
0%
$828,000
309,120 shares@ $2.68 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$773,000
52,810 shares@ $14.64 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$733,000
2,530 shares@ $289.73 avg price
TBJLInnovator Etfs Trust
Recent Activity
Exited
0%
$731,000
36,321 shares@ $20.13 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$686,000
3,541 shares@ $193.74 avg price
TDWTidewater Inc New
Recent Activity
Exited
0%
$684,000
7,179 shares@ $95.28 avg price