Lloyd Advisory Services, Llc. Wisdomtree U.S. High Yield Cor Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 2024
Shares
8 transactions
Others Institutions Holding WFHY
# of Institutions
58Shares Held
4.08MCall Options Held
0Put Options Held
0-
Cwm, LLC1.63MShares$74.6 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC640KShares$29.4 Million0.0% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL184KShares$8.45 Million3.68% of portfolio
-
Cetera Investment Advisers Schaumburg, IL165KShares$7.59 Million0.02% of portfolio
-
Leo Wealth, LLC Hurst, TX164KShares$7.5 Million0.69% of portfolio