Lloyd Advisory Services, Llc. Ishares Tr Call Options Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LRGF
# of Institutions
200Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$261 Million14.69% of portfolio
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Halbert Hargrove Global Advisors, LLC3.27MShares$203 Million10.63% of portfolio
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Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$123 Million4.22% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$121 Million21.87% of portfolio
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Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio