Private Client Services, LLC Purchases and Sells in Q3 2025

Private Client Services, LLC

$299 Billion
Q3 2025

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	10.5K + 29.28%	$620.67 - $670.08 $6.52M - $7.04M	46.4K $31B
IEFA	62.7K + 51.57%	$81.7 - $87.53 $5.13M - $5.49M	184K $16.1B
PACER FDS TR	127K + 705.08%	N/A	145K $5.26B
TUA	183K + 1305.4%	N/A	198K $4.32B
HTRB	101K + 94.02%	$33.47 - $34.58 $3.38M - $3.49M	208K $7.15B
BND	45.8K + 99.12%	$72.57 - $74.72 $3.32M - $3.42M	91.9K $6.84B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJUL	63.5K New	$43.83 - $45.64 $2.78M - $2.9M	63.5K $2.9B
EVR	5.67K New	$276.5 - $362.79 $1.57M - $2.06M	5.67K $1.91B
TYA	77.1K New	N/A	77.1K $1.05B
SIMPLIFY EXCHANGE TRADED FUN	22.9K New	N/A	22.9K $978M
AZZ	8.48K New	$96.74 - $119.54 $820K - $1.01M	8.48K $926M
UAL	8.48K New	$80.05 - $109.36 $679K - $927K	8.48K $818M

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-30.3K - 64.01%	$181.56 - $190.33 $5.5M - $5.77M	17K $3.23B
COWZ	-41.2K - 46.63%	$55.15 - $58.11 $2.27M - $2.4M	47.2K $2.71B
BIL	-22.6K - 37.3%	$91.44 - $91.77 $2.06M - $2.07M	38K $3.48B
FPE	-84.4K - 48.92%	$17.81 - $18.39 $1.5M - $1.55M	88.2K $1.61B
SFM	-7.32K - 72.09%	$108.8 - $169.61 $796K - $1.24M	2.83K $308M
BRK-B	-2.15K - 63.72%	$459.11 - $506.91 $987K - $1.09M	1.22K $615M

Activity Summary All Purchases 110 New Holdings 26 Increased Positions 84 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

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