Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Us Eq Transaction History
Lloyd Advisory Services, Llc.
- $85.5 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding SPUC
# of Institutions
18Shares Held
2.16MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY1.63MShares$80.2 Million4.63% of portfolio
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Commonwealth Equity Services, LLC213KShares$10.4 Million0.01% of portfolio
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Hilltop Holdings Inc. Dallas, TX110KShares$5.42 Million0.33% of portfolio
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Ae Wealth Management LLC104KShares$5.12 Million0.04% of portfolio
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Old Mission Capital LLC41.7KShares$2.04 Million0.01% of portfolio