Lloyd Advisory Services, Llc. Simplify Exch Trad Fds Us Eq P Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 51,296 shares of SPD stock, worth $1.7 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
51,296
Previous 51,346
0.1%
Holding current value
$1.7 Million
Previous $1.66 Million
3.44%
% of portfolio
1.55%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding SPD
# of Institutions
40Shares Held
1.47MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL265KShares$8.82 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$8.24 Million0.02% of portfolio
-
Ae Wealth Management LLC139KShares$4.62 Million0.05% of portfolio
-
Almanack Investment Partners, Llc. Wayne, PA136KShares$4.52 Million0.74% of portfolio
-
Austin Wealth Management, LLC Austin, TX113KShares$3.75 Million0.82% of portfolio