Lloyd Advisory Services, Llc. Vanguard Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
A detailed history of Lloyd Advisory Services, Llc. transactions in Vanguard stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 9,808 shares of VGSH stock, worth $570,335. This represents 0.52% of its overall portfolio holdings.
Number of Shares
9,808
Previous 13,012
24.62%
Holding current value
$570,335
Previous $754,000
23.34%
% of portfolio
0.52%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio