Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Transaction History
Lloyd Advisory Services, Llc.
- $104 Million
- Q2 2025
A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 636,738 shares of TYA stock, worth $8.09 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
636,738
Previous 573,169
11.09%
Holding current value
$8.09 Million
Previous $7.28 Million
11.09%
% of portfolio
7.81%
Previous 6.64%
Shares
7 transactions
Others Institutions Holding TYA
# of Institutions
48Shares Held
8.38MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.02MShares$38.4 Million2.25% of portfolio
-
Ae Wealth Management LLC1.7MShares$21.6 Million0.18% of portfolio
-
True Wealth Design, LLC Akron, OH745KShares$9.47 Million3.54% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI348KShares$4.42 Million0.4% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA280KShares$3.56 Million9.18% of portfolio