Lloyd Advisory Services, Llc. Vanguard Small Cap Value ETF Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,700Shares Held
95.4MCall Options Held
48.6KPut Options Held
10K-
Bank Of America Corp Charlotte, NC17MShares$3.06 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$708 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
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Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio