Private Client Services, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Private Client Services, LLC

49,075

Previous 47,995 2.25%

$2.47 Billion

Previous $2.42 Billion 2.37%

0.77%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	N/A	1,080 Added 2.25%	49,075 $2.47 Billion
Q3 2025 Oct 14, 2025	BUY	N/A	1,149 Added 2.45%	47,995 $2.42 Billion
Q2 2025 Jul 01, 2025	SELL	N/A	-2,540 Reduced 5.14%	46,846 $2.35 Billion
Q1 2025 Apr 08, 2025	SELL	N/A	-7 Reduced 0.01%	49,386 $2.48 Billion
Q4 2024 Jan 08, 2025	BUY	N/A	1,927 Added 4.06%	49,393 $2.45 Billion

Q3 2024 Oct 03, 2024	BUY	N/A	47,466 New	47,466 $2.44 Billion

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

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