Number of Shares
19,605
Previous 38,265 48.77%
Holding current value
$471 Million
Previous $962 Million 51.04%
% of portfolio
0.23%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025

SELL
N/A
-18,660 Reduced 48.77%
19,605 $471 Million
Q4 2024

Jan 08, 2025

SELL
N/A
-549 Reduced 1.41%
38,265 $962 Million
Q3 2024

Oct 03, 2024

BUY
N/A
38,814 New
38,814 $972 Million
Track This Portfolio

Track Private Client Services, LLC Portfolio

Follow Private Client Services, LLC and customize your updates to receive the information that matters most to you.

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.