Lloyd Advisory Services, Llc. Ishares Morningstar U.S. Equit Transaction History
Lloyd Advisory Services, Llc.
- $85.5 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding ILCB
# of Institutions
194Shares Held
5.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY541KShares$50.4 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN515KShares$47.9 Million0.01% of portfolio
-
Exchange Traded Concepts, LLC471KShares$43.9 Million0.42% of portfolio
-
Equitable Holdings, Inc. New York, NY383KShares$35.7 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$23.2 Million0.03% of portfolio