Private Client Services, LLC Purchases in Q3 2024

Private Client Services, LLC

  • $186 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TUA
Simpl Exch Traded Fds Sht Term
174K
New
N/A
174K $4.01B
Simplify Exchange Traded Fun
47.5K
New
N/A
47.5K $2.44B
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.8K
+ 59.06%
$89.91 - $101.33 $1.42M - $1.6M
42.6K $4.18B
RGLD
Royal Gold Inc

Basic Materials
12.2K
New
$125.01 - $146.5 $1.53M - $1.79M
12.2K $1.72B
IVV
Ishares Core S&P 500 ETF

ETFs
1.57K
+ 8.76%
$520.18 - $576.82 $815K - $903K
19.4K $11.2B
PAUG
Innovator U.S. Equity Power Bu

ETFs
37.7K
New
$35.57 - $37.86 $1.34M - $1.43M
37.7K $1.43B
FIX
Comfort Systems Usa Inc

Industrials
2.41K
+ 73.6%
$292.14 - $396.82 $704K - $957K
5.69K $2.22B
IEFA
Ishares Tr

ETFs
11.5K
+ 19.84%
$70.09 - $78.74 $805K - $905K
69.4K $5.42B
EVR
Evercore Inc.

Financial Services
3.95K
New
$211.0 - $258.67 $834K - $1.02M
3.95K $1B
Innovator Etfs Trust
38.8K
New
N/A
38.8K $972M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.59K
+ 16.37%
$116.02 - $172.21 $184K - $273K
11.3K $1.93B
JLS
Nuveen Mortgage & Income Fund

Financial Services
37.8K
+ 39.2%
$17.83 - $18.45 $674K - $698K
134K $2.48B
OEF
Ishares S&P 100 ETF

ETFs
1.31K
+ 5.47%
$266.03 - $266.03 $347K - $347K
25.2K $6.97B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.5K
New
$42.87 - $45.76 $623K - $665K
14.5K $658M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.73K
+ 518.29%
$128.47 - $280.94 $608K - $1.33M
5.65K $875M
RSP
Invesco S&P 500 Equal Weight E

ETFs
563
+ 1.94%
$162.83 - $179.16 $91.7K - $101K
29.6K $5.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.09K
+ 11.27%
$41.9 - $48.26 $255K - $294K
60.2K $2.88B
NOW
Service Now, Inc.

Technology
330
+ 16.87%
$730.87 - $937.36 $241K - $309K
2.29K $2.04B
META
Meta Platforms, Inc.

Communication Services
726
+ 87.05%
$453.41 - $572.44 $329K - $416K
1.56K $893M
IYW
Ishares Dj Us Tech ETF

ETFs
3.02K
New
$133.16 - $158.73 $403K - $480K
3.02K $458M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.7K
+ 37.45%
$24.39 - $25.28 $406K - $421K
61.1K $1.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
727
+ 13.01%
$434.77 - $502.96 $316K - $366K
6.32K $3.08B
USTB
Victory Portfolios Ii Victorys

ETFs
7.96K
New
$49.79 - $50.91 $396K - $405K
7.96K $404M
VO
Vanguard Mid Cap ETF

ETFs
803
+ 9.31%
$237.84 - $263.83 $191K - $212K
9.43K $2.49B
FTCS
First Trust Capital Strength E

ETFs
4.39K
New
$83.58 - $90.94 $367K - $399K
4.39K $398M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.98K
+ 4.5%
$53.41 - $57.9 $159K - $172K
69.1K $3.99B
FTA
First Tr Large Cap Value

ETFs
4.9K
New
$72.76 - $79.13 $356K - $387K
4.9K $388M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.02K
+ 19.37%
$96.25 - $101.98 $290K - $308K
18.6K $1.88B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.06K
+ 74.43%
$49.93 - $51.15 $353K - $361K
16.5K $846M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.22K
New
$47.95 - $49.61 $346K - $358K
7.22K $357M
D
Dominion Energy, Inc

Utilities
6.13K
New
$48.01 - $58.53 $294K - $359K
6.13K $354M
TDIV
First Trust Nasdaq Technology

ETFs
4.18K
New
$70.51 - $81.07 $295K - $339K
4.18K $336M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.34K
New
$49.9 - $50.37 $316K - $319K
6.34K $318M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.54K
+ 21.0%
$71.45 - $75.64 $253K - $268K
20.4K $1.53B
FICS
First Tr Exchange Traded Fd Vi

ETFs
8.04K
New
$33.74 - $37.78 $271K - $304K
8.04K $301M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.9K
New
$41.95 - $43.42 $289K - $300K
6.9K $300M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
333
+ 7.52%
$475.2 - $527.7 $158K - $176K
4.76K $2.51B
MUB
Ishares National Muni Bond ETF

ETFs
2.58K
+ 35.36%
$106.13 - $108.7 $274K - $281K
9.89K $1.07B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.51K
New
$50.25 - $50.74 $277K - $280K
5.51K $280M
NEE
Nextera Energy Inc

Utilities
3.21K
New
$69.9 - $84.97 $224K - $273K
3.21K $271M
RLY
Ssga Active ETF Tr

ETFs
7.82K
+ 18.85%
$26.98 - $28.77 $211K - $225K
49.3K $1.42B
FVD
First Tr Value Line Divid Inde

ETFs
5.24K
+ 78.24%
$40.45 - $45.49 $212K - $238K
11.9K $543M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.91K
+ 7.27%
$22.76 - $23.41 $203K - $209K
132K $3.08B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.2K
New
$46.9 - $51.96 $244K - $270K
5.2K $268M
MO
Altria Group, Inc.

Consumer Defensive
5.19K
New
$45.95 - $54.71 $239K - $284K
5.19K $265M
NEAR
Blackrock Short Maturity Bond

ETFs
5.14K
New
$50.09 - $51.31 $257K - $264K
5.14K $263M
FDN
First Tr Fd Dow Jones

ETFs
1.23K
New
$183.68 - $212.48 $225K - $261K
1.23K $260M
RDVY
First Trust Rising Dividend Ac

ETFs
4.39K
New
$53.68 - $59.24 $236K - $260K
4.39K $260M
FTC
First Tr Lge Cap Growth

ETFs
1.93K
New
$115.51 - $131.45 $223K - $254K
1.93K $254M
Activity Summary
Buys All Purchases 133 New Holdings 42 Increased Positions 91 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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