Private Client Services, LLC Purchases and Sells in Q2 2025

Private Client Services, LLC

$257 Billion
Q2 2025

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	12.1K + 50.65%	$498.8 - $620.9 $6.01M - $7.49M	35.9K $22.3B
IEFA	35K + 40.41%	$67.83 - $84.09 $2.38M - $2.94M	122K $10.2B
ICOW	74.6K + 540.46%	$27.79 - $34.16 $2.07M - $2.55M	88.4K $3.01B
MSFT	2.91K + 58.79%	$354.56 - $497.45 $1.03M - $1.45M	7.85K $3.9B
QQQ	2.4K + 28.71%	$416.06 - $551.64 $996K - $1.32M	10.7K $5.92B
VWO	27.1K + 32.81%	$39.89 - $49.46 $1.08M - $1.34M	110K $5.42B

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSJT	114K New	$20.29 - $21.52 $2.31M - $2.44M	114K $2.44B
EA	11.1K New	$132.53 - $159.7 $1.47M - $1.78M	11.1K $1.78B
PEGA	30.9K New	$49.95 - $103.29 $1.54M - $3.19M	30.9K $1.67B
SFM	10.2K New	$144.63 - $179.53 $1.47M - $1.82M	10.2K $1.67B
NEXTRACKER INC	28.4K New	N/A	28.4K $1.54B
SCHZ	55K New	$22.68 - $23.28 $1.25M - $1.28M	55K $1.28B

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UDEC	-43.5K - 33.79%	$32.77 - $36.44 $1.43M - $1.59M	85.3K $3.11B
TLT	-3.24K - 6.94%	$83.97 - $92.85 $272K - $300K	43.4K $3.83B
FIX	-1.52K - 80.07%	$296.51 - $536.21 $449K - $812K	377 $202M
FIRST TR EXCHNG TRADED FD VI	-10.1K - 63.2%	N/A	5.88K $215M
BDC	-4.27K - 29.83%	$87.1 - $116.54 $372K - $498K	10K $1.16B
COWZ	-5.49K - 5.84%	$47.46 - $55.3 $260K - $303K	88.4K $4.87B

Activity Summary All Purchases 132 New Holdings 45 Increased Positions 87 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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