Private Client Services, LLC Purchases and Sells in Q3 2024

Private Client Services, LLC

$186 Billion
Q3 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	15.8K + 59.06%	$89.91 - $101.33 $1.42M - $1.6M	42.6K $4.18B
IVV	1.57K + 8.76%	$520.18 - $576.82 $815K - $903K	19.4K $11.2B
FIX	2.41K + 73.6%	$292.14 - $396.82 $704K - $957K	5.69K $2.22B
IEFA	11.5K + 19.84%	$70.09 - $78.74 $805K - $905K	69.4K $5.42B
QUAL	4.32K + 63.32%	$162.64 - $179.3 $703K - $775K	11.1K $2B
MHO	1.59K + 16.37%	$116.02 - $172.21 $184K - $273K	11.3K $1.93B

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TUA	174K New	N/A	174K $4.01B
SIMPLIFY EXCHANGE TRADED FUN	47.5K New	N/A	47.5K $2.44B
RGLD	12.2K New	$125.01 - $146.5 $1.53M - $1.79M	12.2K $1.72B
PAUG	37.7K New	$35.57 - $37.86 $1.34M - $1.43M	37.7K $1.43B
EVR	3.95K New	$211.0 - $258.67 $834K - $1.02M	3.95K $1B
INNOVATOR ETFS TRUST	38.8K New	N/A	38.8K $972M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-20.7K - 22.11%	$91.42 - $91.82 $1.89M - $1.9M	73K $6.7B
GOOG	-5.37K - 38.0%	$149.54 - $192.66 $803K - $1.03M	8.76K $1.46B
MSFT	-1.94K - 23.21%	$395.15 - $467.56 $765K - $906K	6.41K $2.76B
AAPL	-5.42K - 24.57%	$207.23 - $234.82 $1.12M - $1.27M	16.6K $3.88B
SPY	-1.61K - 14.09%	$517.38 - $573.86 $835K - $926K	9.84K $5.64B
JEPI	-8.2K - 18.1%	$54.98 - $59.51 $451K - $488K	37.1K $2.21B

Activity Summary All Purchases 133 New Holdings 42 Increased Positions 91 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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