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

Private Client Services, LLC

  • $202 Billion
  • Q1 2025
Number of Shares
13,842
Previous 12,895 7.34%
Holding current value
$287 Million
Previous $264 Million 8.92%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
N/A
947 Added 7.34%
13,842 $287 Million
Q4 2024

Jan 08, 2025
BUY
N/A
3,056 Added 31.06%
12,895 $264 Million
Q3 2024

Oct 03, 2024
BUY
N/A
9,839 New
9,839 $210 Million
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