Private Client Services, LLC Purchases in Q4 2024

Private Client Services, LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.14K
+ 33.73%
$50.0 - $50.27 $107K - $107K
8.48K $425M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.21K
+ 22.05%
$42.84 - $45.38 $137K - $145K
17.7K $763M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.55K
+ 36.94%
$42.33 - $43.3 $108K - $110K
9.45K $403M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.7K
+ 4.33%
$23.03 - $23.33 $131K - $133K
137K $3.18B
USTB
Victory Portfolios Ii Victorys

ETFs
1.96K
+ 24.62%
$50.06 - $50.85 $98.1K - $99.7K
9.92K $498M
FDN
First Tr Fd Dow Jones

ETFs
193
+ 15.73%
$210.5 - $257.24 $40.6K - $49.6K
1.42K $345M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.69K
+ 3.06%
$20.6 - $20.71 $76K - $76.4K
124K $2.57B
IYW
Ishares Dj Us Tech ETF

ETFs
320
+ 10.59%
$148.14 - $166.23 $47.4K - $53.2K
3.34K $533M
TDIV
First Trust Nasdaq Technology

ETFs
1K
+ 23.95%
$78.03 - $82.13 $78.1K - $82.2K
5.18K $407M
ET
Energy Transfer LP

Energy
511
+ 3.12%
$16.05 - $19.86 $8.2K - $10.1K
16.9K $331M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25K
+ 22.58%
$50.37 - $50.6 $62.7K - $63K
6.76K $340M
NEAR
Blackrock Short Maturity Bond

ETFs
1.22K
+ 23.75%
$50.28 - $51.08 $61.3K - $62.3K
6.36K $321M
GLD
Spdr Gold Trust

ETFs
240
+ 5.26%
$236.59 - $257.5 $56.8K - $61.8K
4.8K $1.16B
First Tr Exchange Traded Fd
3.06K
+ 31.06%
N/A
12.9K $264M
MA
Mastercard Inc

Financial Services
52
+ 6.67%
$491.3 - $536.15 $25.5K - $27.9K
832 $438M
IWM
Ishares Russell 2000 ETF

ETFs
230
+ 11.31%
$216.13 - $242.4 $49.7K - $55.8K
2.26K $500M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.36%
$873.59 - $994.69 $17.5K - $19.9K
866 $794M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
633
+ 12.96%
$77.86 - $79.27 $49.3K - $50.2K
5.52K $431M
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.01K
+ 24.96%
$33.95 - $37.2 $68.1K - $74.7K
10K $341M
XLU
Utilities Sector Spdr

ETFs
649
+ 24.56%
$74.89 - $82.93 $48.6K - $53.8K
3.29K $249M
FTCS
First Trust Capital Strength E

ETFs
548
+ 12.49%
$87.62 - $94.03 $48K - $51.5K
4.94K $434M
VGT
Vanguard Information Technolog

ETFs
10
+ 1.28%
$571.78 - $647.97 $5.72K - $6.48K
793 $493M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$63.31 - $82.85 $127 - $166
3.6K $266M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.23K
+ 24.43%
$20.75 - $22.49 $46.2K - $50.1K
11.3K $236M
FTA
First Tr Large Cap Value

ETFs
582
+ 11.88%
$75.21 - $83.49 $43.8K - $48.6K
5.48K $419M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
686
+ 9.51%
$48.48 - $49.47 $33.3K - $33.9K
7.9K $385M
CGGR
Capital Group Growth ETF Shs C

ETFs
165
+ 1.87%
$34.49 - $39.24 $5.69K - $6.47K
8.99K $334M
VFH
Vanguard Financial ETF

ETFs
53
+ 2.48%
$108.87 - $126.2 $5.77K - $6.69K
2.19K $259M
CSA
Victory Portfolios Ii Shs Us S

ETFs
291
+ 8.81%
$71.94 - $81.11 $20.9K - $23.6K
3.59K $266M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
726
+ 9.86%
$35.45 - $40.33 $25.7K - $29.3K
8.09K $290M
CGDV
Capital Group Divid Value ETF

ETFs
693
+ 11.82%
$35.16 - $37.12 $24.4K - $25.7K
6.56K $231M
VNQ
Vanguard Specialized Funds Van

ETFs
531
+ 14.26%
$87.85 - $98.6 $46.6K - $52.4K
4.25K $379M
FTGC
First Trust Global Tactical CO

ETFs
587
+ 6.56%
$23.23 - $24.25 $13.6K - $14.2K
9.54K $228M
IMTB
Ishares Tr

ETFs
603
+ 12.91%
$42.29 - $44.45 $25.5K - $26.8K
5.28K $224M
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 9.66%
$385.02 - $431.37 $26.6K - $29.8K
783 $305M
FDT
First Trust Developed Markets

ETFs
534
+ 14.1%
$53.27 - $57.72 $28.4K - $30.8K
4.32K $234M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.72K
+ 2.68%
$17.65 - $18.18 $83.3K - $85.8K
181K $3.2B
CFA
Victory Portfolios Ii Shs Us 5

ETFs
192
+ 6.67%
$84.54 - $91.18 $16.2K - $17.5K
3.07K $261M
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 1.28%
$280.04 - $302.45 $4.2K - $4.54K
1.18K $343M
Simplify Exchange Traded Fun
1.93K
+ 4.06%
N/A
49.4K $2.45B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.55K
+ 7.29%
$31.23 - $33.51 $48.5K - $52.1K
22.9K $719M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
285
+ 6.85%
$64.34 - $70.57 $18.3K - $20.1K
4.45K $291M
CIL
Victory Portfolios Ii Shs Intl

ETFs
640
+ 11.88%
$41.66 - $45.18 $26.7K - $28.9K
6.03K $252M
INTU
Intuit Inc

Technology
1
+ 0.13%
$602.01 - $706.25 $602 - $706
771 $484M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.35%
$66.77 - $71.52 $868 - $930
3.76K $259M
FTHI
First Trust Exchange Traded Fd

ETFs
143
+ 1.43%
$22.89 - $24.02 $3.27K - $3.43K
10.1K $236M
RTX
Raytheon Technologies Corp

Industrials
164
+ 6.21%
$114.45 - $127.21 $18.8K - $20.9K
2.81K $325M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.47K
+ 107.32%
$24.31 - $49.53 $109K - $222K
8.64K $211M
XYLD
Global X Fds S&P 500 Covered C

ETFs
35
+ 0.64%
$40.86 - $43.42 $1.43K - $1.52K
5.51K $231M
Activity Summary
Buys All Purchases 121 New Holdings 28 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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