Private Client Services, LLC Purchases and Sells in Q4 2024

Private Client Services, LLC

$186 Billion
Q4 2024

Top Buys

Incresed Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	2.38K + 24.18%	$567.81 - $607.81 $1.35M - $1.45M	12.2K $7.16B
QQQ	1.14K + 18.0%	$481.22 - $538.17 $547K - $612K	7.45K $3.81B
OEF	1.2K + 4.75%	N/A	26.4K $7.62B
SPYG	7.08K + 134.07%	$81.74 - $91.38 $578K - $647K	12.4K $1.09B
SPYV	11.4K + 86.87%	$51.09 - $55.27 $582K - $629K	24.5K $1.25B
GOOG	1.34K + 15.26%	$163.08 - $198.16 $218K - $265K	10.1K $1.92B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	279K New	N/A	279K $9.76B
JLL	7.18K New	$246.93 - $283.67 $1.77M - $2.04M	7.18K $1.82B
EOCT	57.3K New	N/A	57.3K $1.49B
AYI	4.71K New	$292.13 - $333.45 $1.38M - $1.57M	4.71K $1.38B
XES	11.7K New	$74.78 - $87.2 $875K - $1.02M	11.7K $923M
LCII	8.42K New	$101.78 - $126.7 $857K - $1.07M	8.42K $871M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-46K - 63.0%	$91.29 - $91.8 $4.2M - $4.22M	27K $2.47B
IVV	-3.85K - 19.78%	$570.51 - $610.59 $2.19M - $2.35M	15.6K $9.18B
IEFA	-19.8K - 28.54%	$70.06 - $77.43 $1.39M - $1.53M	49.6K $3.49B
RSP	-7.4K - 25.04%	$174.22 - $187.62 $1.29M - $1.39M	22.2K $3.88B
VWO	-17K - 28.26%	$44.04 - $49.49 $749K - $841K	43.2K $1.9B
ADBE	-1.41K - 38.77%	$437.39 - $552.96 $618K - $781K	2.23K $992M

Activity Summary All Purchases 121 New Holdings 28 Increased Positions 93 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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