Lloyd Advisory Services, Llc. Wisdomtree U.S. Smallcap Fund Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding EES
# of Institutions
157Shares Held
7.64MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$41.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$38.2 Million0.0% of portfolio
-
Ubs Group Ag734KShares$37.4 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC475KShares$24.2 Million0.01% of portfolio