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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
DFAXDimensional Etf Trust
Recent Activity
Increased 5.18%
0.24%
$154.014M
5.702M shares@ $27.02 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.76%
0.24%
$152.207M
3.063M shares@ $49.71 avg price
SHYGIshares Tr
Recent Activity
Increased 3.68%
0.23%
$150.055M
3.456M shares@ $43.43 avg price
IGSBIshares Tr
Recent Activity
Increased 2.65%
0.23%
$149.808M
2.845M shares@ $52.66 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 15.61%
0.22%
$144.074M
1.918M shares@ $75.12 avg price
FDVVFidelity Covington Trust
Recent Activity
Increased 11.61%
0.22%
$140.229M
2.769M shares@ $50.66 avg price
IUSVIshares Tr
Recent Activity
Increased 1.56%
0.22%
$139.099M
1.457M shares@ $95.5 avg price
PFEPfizer Inc
Recent Activity
Increased 0.39%
0.21%
$135.819M
4.693M shares@ $28.95 avg price
VBRVanguard Index Fds
Recent Activity
Increased 2.53%
0.2%
$128.408M
639,545 shares@ $200.79 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 6.36%
0.2%
$125.628M
1.5M shares@ $83.75 avg price