Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
A detailed history of Lloyd Advisory Services, Llc. transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 573,169 shares of TYA stock, worth $7.28 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
573,169
Previous 351,733
62.96%
Holding current value
$7.28 Million
Previous $4.47 Million
62.95%
% of portfolio
6.64%
Previous 3.81%
Shares
6 transactions
Others Institutions Holding TYA
# of Institutions
36Shares Held
6.92MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.84MShares$48.8 Million2.78% of portfolio
-
Ae Wealth Management LLC1.02MShares$12.9 Million0.12% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA281KShares$3.58 Million8.19% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO254KShares$3.23 Million1.8% of portfolio
-
Cambridge Investment Research Advisors, Inc.146KShares$1.86 Million0.01% of portfolio