Private Client Services, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Number of Shares
46,846
Previous 49,386 5.14%
Holding current value
$2.35 Billion
Previous $2.48 Billion 5.24%
% of portfolio
0.91%
Previous 1.22%

Shares

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

Jul 01, 2025
SELL
N/A
-2,540 Reduced 5.14%
46,846 $2.35 Billion
Q1 2025

Apr 08, 2025
SELL
N/A
-7 Reduced 0.01%
49,386 $2.48 Billion
Q4 2024

Jan 08, 2025
BUY
N/A
1,927 Added 4.06%
49,393 $2.45 Billion
Q3 2024

Oct 03, 2024
BUY
N/A
47,466 New
47,466 $2.44 Billion
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