Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Us Eq Call Options Transaction History

Lloyd Advisory Services, Llc.

$104 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPUC

# of Institutions

13

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

Simplify Asset Management Inc. New York, NY

2.33M
Shares

$109 Million
3.62% of portfolio
Commonwealth Equity Services, LLC

277K
Shares

$12.9 Million
0.01% of portfolio
Encompass More Asset Management Danville, CA

49.4K
Shares

$2.31 Million
0.56% of portfolio
Hilltop Holdings Inc. Dallas, TX

36.4K
Shares

$1.7 Million
0.09% of portfolio
B.O.S.S. Retirement Advisors, LLC Lehi, UT

19.7K
Shares

$923,276
0.22% of portfolio

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