Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Us Eq Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$32.52 - $44.71 $1.12 Million - $1.53 Million	34,325 New	34,325 $1.53 Million

Others Institutions Holding SPUC

# of Institutions

15

Shares Held

2.03M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

1.63M
Shares

$82.5 Million
4.63% of portfolio
Commonwealth Equity Services, LLC

213K
Shares

$10.8 Million
0.01% of portfolio
Hilltop Holdings Inc. Dallas, TX

110K
Shares

$5.57 Million
0.33% of portfolio
Old Mission Capital LLC

41.7K
Shares

$2.1 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

15.4K
Shares

$778,345
0.0% of portfolio

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