Lloyd Advisory Services, Llc. Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFEB
# of Institutions
113Shares Held
5.22MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$67.2 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ291KShares$11.9 Million0.03% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX237KShares$9.7 Million2.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL196KShares$8.03 Million0.0% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$7.85 Million0.01% of portfolio