Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 331,121 shares of TYA stock, worth $4.21 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
331,121
Previous 245,426
34.92%
Holding current value
$4.21 Million
Previous $3.18 Million
32.41%
% of portfolio
3.8%
Previous 2.84%
Shares
4 transactions
Others Institutions Holding TYA
# of Institutions
29Shares Held
6.26MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.87MShares$49.1 Million2.62% of portfolio
-
Ae Wealth Management LLC803KShares$10.2 Million0.1% of portfolio
-
Wj Interests, LLC Sugar Land, TX636KShares$8.08 Million4.38% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA246KShares$3.13 Million5.5% of portfolio
-
Howard Bailey Securities, LLC Fort Wayne, IN60.6KShares$769,7680.33% of portfolio