Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Simpl Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
121Shares Held
9.36MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.5 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.4 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.4 Million0.0% of portfolio