Private Client Services, LLC New Holdings 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
RGLD
Royal Gold Inc

Basic Materials
12.2K
New
$125.01 - $146.5 $1.53M - $1.79M
12.2K $1.72B
PAUG
Innovator U.S. Equity Power Bu

ETFs
37.7K
New
$35.57 - $37.86 $1.34M - $1.43M
37.7K $1.43B
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
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.5K
New
$42.87 - $45.76 $623K - $665K
14.5K $658M
IYW
Ishares Dj Us Tech ETF

ETFs
3.02K
New
$133.16 - $158.73 $403K - $480K
3.02K $458M
USTB
Victory Portfolios Ii Victorys

ETFs
7.96K
New
$49.79 - $50.91 $396K - $405K
7.96K $404M
FTCS
First Trust Capital Strength E

ETFs
4.39K
New
$83.58 - $90.94 $367K - $399K
4.39K $398M
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
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
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
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
DUK
Duke Energy Corp

Utilities
2.17K
New
$99.35 - $117.71 $215K - $255K
2.17K $250M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.2K
New
$25.38 - $26.27 $233K - $242K
9.2K $242M
FTHI
First Trust Exchange Traded Fd

ETFs
10K
New
$21.47 - $23.16 $215K - $232K
10K $230M
FXH
First Tr Exchange Trd Fd Healt

ETFs
2.04K
New
$103.09 - $113.83 $210K - $232K
2.04K $228M
AMGN
Amgen Inc

Healthcare
698
New
$309.38 - $337.38 $216K - $235K
698 $225M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.33K
New
$50.63 - $51.11 $219K - $221K
4.33K $221M
FDT
First Trust Developed Markets

ETFs
3.79K
New
$51.36 - $58.76 $194K - $222K
3.79K $218M
FMF
First Trust Managed Futures St

ETFs
4.57K
New
$47.09 - $49.74 $215K - $227K
4.57K $217M
CGDV
Capital Group Divid Value ETF

ETFs
5.86K
New
$32.96 - $36.48 $193K - $214K
5.86K $214M
XLU
Utilities Sector Spdr

ETFs
2.64K
New
$67.67 - $80.78 $179K - $214K
2.64K $213M
FTGC
First Trust Global Tactical CO

ETFs
8.95K
New
$22.3 - $24.39 $200K - $218K
8.95K $212M
First Tr Exchange Traded Fd
9.84K
New
N/A
9.84K $210M
IMTB
Ishares Tr

ETFs
4.67K
New
$42.23 - $44.8 $197K - $209K
4.67K $208M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
4.17K
New
$48.09 - $49.69 $200K - $207K
4.17K $207M
LGOV
First Tr ETF Iv Long Duration

ETFs
9.12K
New
$20.77 - $22.83 $189K - $208K
9.12K $204M
T
At&T Inc.

Communication Services
9.21K
New
$18.21 - $22.28 $168K - $205K
9.21K $203M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.83K
New
$49.82 - $52.8 $191K - $202K
3.83K $201M
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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