Private Client Services, LLC Purchases and Sells in Q1 2025

Private Client Services, LLC

$202 Billion
Q1 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	25.9K + 116.78%	$169.43 - $182.84 $4.38M - $4.73M	48K $8.32B
IVV	8.21K + 52.61%	$554.06 - $615.85 $4.55M - $5.05M	23.8K $13.4B
BIL	34.3K + 126.92%	$91.45 - $91.75 $3.13M - $3.14M	61.3K $5.62B
IEFA	37K + 74.66%	$69.57 - $78.65 $2.58M - $2.91M	86.6K $6.55B
VWO	39.4K + 91.22%	$42.5 - $46.71 $1.67M - $1.84M	82.5K $3.74B
COWZ	29.1K + 45.02%	$53.6 - $58.97 $1.56M - $1.72M	93.9K $5.14B

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UDEC	129K New	$34.08 - $35.99 $4.39M - $4.63M	129K $4.42B
VTIP	74.4K New	$48.43 - $49.86 $3.6M - $3.71M	74.4K $3.71B
HTRB	67.4K New	$33.03 - $34.09 $2.22M - $2.3M	67.4K $2.28B
MAPLEBEAR INC	41.7K New	N/A	41.7K $1.67B
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6B
BDC	14.3K New	$99.82 - $122.07 $1.43M - $1.75M	14.3K $1.43B

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	-263K - 94.28%	N/A	16K $548M
TUA	-169K - 91.76%	N/A	15.1K $333M
NOW	-1.2K - 57.29%	$783.83 - $1170.39 $940K - $1.4M	894 $712M
FIX	-3.01K - 61.38%	$313.26 - $550.27 $942K - $1.65M	1.89K $610M
AAPL	-2.86K - 17.14%	$209.68 - $247.1 $599K - $706K	13.8K $3.07B
SPY	-1.32K - 10.81%	$551.42 - $612.93 $728K - $810K	10.9K $6.09B

Activity Summary All Purchases 117 New Holdings 27 Increased Positions 90 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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