Lloyd Advisory Services, Llc. Simplify Exch Traded Fds Simpl Transaction History
Lloyd Advisory Services, Llc.
- $111 Million
- Q3 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 8,316 shares of CTA stock, worth $230,852. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,316Holding current value
$230,852% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$19.3 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.2 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.2 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.07 Million5.85% of portfolio