Lloyd Advisory Services, Llc. Wisdomtree U.S. Largecap Fund Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding EPS
# of Institutions
157Shares Held
14.2MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.41MShares$154 Million1.94% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$81 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$72.1 Million0.03% of portfolio
-
Private Advisor Group, LLC1.07MShares$68.6 Million0.4% of portfolio
-
Morgan Stanley New York, NY986KShares$62.9 Million0.0% of portfolio