Lloyd Advisory Services, Llc. Simplify Exch Trad Fds Us Eq P Transaction History
Lloyd Advisory Services, Llc.
- $104 Million
- Q2 2025
A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 45,784 shares of SPD stock, worth $1.73 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
45,784Holding current value
$1.73 Million% of portfolio
1.68%Shares
5 transactions
Others Institutions Holding SPD
# of Institutions
46Shares Held
1.8MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL469KShares$17.7 Million0.02% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$8.27 Million5.7% of portfolio
-
Ae Wealth Management LLC185KShares$7.01 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC144KShares$5.44 Million0.01% of portfolio
-
Austin Wealth Management, LLC Austin, TX98.9KShares$3.74 Million0.68% of portfolio