Lloyd Advisory Services, Llc. Simplify Exch Trad Fds Us Eq P Transaction History

Lloyd Advisory Services, Llc.

$85.5 Million
Q3 2025

A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exch Trad Fds Us Eq P stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 44,692 shares of SPD stock, worth $1.76 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

44,692

Previous 45,784 2.39%

Holding current value

$1.76 Million

Previous $1.74 Million 1.44%

% of portfolio

2.06%

Previous 1.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$37.2 - $39.77 $40,622 - $43,428	-1,092 Reduced 2.39%	44,692 $1.77 Million
Q2 2025 Jul 16, 2025	BUY	$29.7 - $38.02 $1.36 Million - $1.74 Million	45,784 New	45,784 $1.74 Million
Q4 2024 Feb 03, 2025	SELL	$33.07 - $35.18 $87,966 - $93,578	-2,660 Reduced 5.19%	48,636 $1.62 Million
Q3 2024 Oct 10, 2024	SELL	$31.14 - $33.49 $1,557 - $1,674	-50 Reduced 0.1%	51,296 $1.72 Million
Q2 2024 Aug 05, 2024	BUY	$29.76 - $32.69 $1.53 Million - $1.68 Million	51,346 New	51,346 $1.66 Million

Q4 2023 Feb 13, 2024	BUY	$25.37 - $28.91 $1.23 Million - $1.4 Million	48,540 New	48,540 $1.4 Million

Others Institutions Holding SPD

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRAD FDS US EQ P

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Lloyd Advisory Services, Llc. Simplify Exch Trad Fds Us Eq P Transaction History