Private Client Services, LLC Purchases and Sells in Q4 2025

Private Client Services, LLC

$320 Billion
Q4 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.59K + 14.22%	$656.2 - $690.71 $4.33M - $4.55M	52.9K $36.3B
SHY	54.3K + 1930.79%	$82.69 - $83.12 $4.49M - $4.51M	57.1K $4.73B
IEFA	39.3K + 21.29%	$86.09 - $89.88 $3.38M - $3.53M	224K $20B
ECOW	88.7K + 342.15%	$23.51 - $25.57 $2.09M - $2.27M	115K $2.8B
VWO	28.5K + 17.71%	$52.54 - $55.77 $1.5M - $1.59M	190K $10.2B
RLY	37.8K + 20.87%	$30.63 - $31.64 $1.16M - $1.2M	219K $6.89B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	92.8K New	N/A	92.8K $3.64B
EXEL	45.5K New	$34.54 - $43.59 $1.57M - $1.98M	45.5K $1.99B
EOCT	54.3K New	N/A	54.3K $1.72B
AMG	5.29K New	$230.78 - $264.8 $1.22M - $1.4M	5.29K $1.53B
IOCT	29.4K New	N/A	29.4K $1.03B
ILMN	6.41K New	$91.0 - $123.54 $583K - $792K	6.41K $841M

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-8.99K - 52.77%	$185.12 - $192.11 $1.66M - $1.73M	8.04K $1.54B
COWZ	-23.9K - 50.64%	$55.63 - $58.98 $1.33M - $1.41M	23.3K $1.4B
EVR	-2.81K - 49.54%	$291.66 - $334.01 $819K - $938K	2.86K $973M
MAPLEBEAR INC	-22.3K - 54.8%	N/A	18.4K $828M
PACER FDS TR	-13.3K - 9.15%	N/A	132K $4.64B
ICOW	-18.4K - 20.58%	$35.77 - $38.66 $659K - $712K	71.1K $2.75B

Activity Summary All Purchases 103 New Holdings 18 Increased Positions 85 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.