Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Simpl Transaction History

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 7,964 shares of CTA stock, worth $232,548. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,964
Previous 8,316 4.23%
Holding current value
$232,548
Previous $216,000 2.78%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$25.8 - $28.97 $9,081 - $10,197
-352 Reduced 4.23%
7,964 $222,000
Q3 2024

Oct 10, 2024
BUY
$25.73 - $27.07 $213,970 - $225,114
8,316 New
8,316 $216,000

Others Institutions Holding CTA

# of Institutions
115
Shares Held
8.61M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Lloyd Advisory Services, Llc. Portfolio

Follow Lloyd Advisory Services, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email