Private Client Services, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Number of Shares
20,444
Previous 17,758 15.13%
Holding current value
$431 Million
Previous $373 Million 15.51%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
BUY
N/A
2,686 Added 15.13%
20,444 $431 Million
Q1 2025

Apr 08, 2025
BUY
N/A
17,758 New
17,758 $373 Million
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