Private Client Services, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Number of Shares
5,875
Previous 15,964 63.2%
Holding current value
$215 Million
Previous $548 Million 60.81%
% of portfolio
0.08%
Previous 0.27%

Shares

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

Jul 01, 2025
SELL
N/A
-10,089 Reduced 63.2%
5,875 $215 Million
Q1 2025

Apr 08, 2025
SELL
N/A
-262,889 Reduced 94.28%
15,964 $548 Million
Q4 2024

Jan 08, 2025
BUY
N/A
278,853 New
278,853 $9.76 Billion
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