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

Private Client Services, LLC

  • $299 Billion
  • Q3 2025
Number of Shares
35,720
Previous 20,444 74.72%
Holding current value
$761 Million
Previous $431 Million 76.8%
% of portfolio
0.25%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
15,276 Added 74.72%
35,720 $761 Million
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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