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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
ONITOnity Group Inc
Recent Activity
Exited
0%
$442,000
18,437 shares@ $23.98 avg price
SQSPSquarespace Inc
Recent Activity
Exited
0%
$436,000
10,000 shares@ $43.6 avg price
FSDFirst Tr High Income Long
Recent Activity
Exited
0%
$427,000
34,591 shares@ $12.35 avg price
XCEMXClearbridge Mlp And Midstrm
Recent Activity
Exited
0%
$422,000
8,905 shares@ $47.39 avg price
HOLIHollysys Automation Tchngy L
Recent Activity
Exited
0%
$400,000
18,504 shares@ $21.62 avg price
PRAProassurance Corp
Recent Activity
Exited
0%
$395,000
32,346 shares@ $12.22 avg price
MFDMacquarie First Tr Global
Recent Activity
Exited
0%
$391,000
52,358 shares@ $7.47 avg price
DXJSWisdomtree Tr
Recent Activity
Exited
0%
$384,000
11,000 shares@ $34.91 avg price
BRFSBrf Sa
Recent Activity
Exited
0%
$377,000
92,734 shares@ $4.07 avg price
ETDEthan Allen Interiors Inc
Recent Activity
Exited
0%
$375,000
13,454 shares@ $27.88 avg price