Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Transaction History
Lloyd Advisory Services, Llc.
- $85.5 Million
- Q3 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 313,407 shares of TYA stock, worth $3.98 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
313,407
Previous 636,738
50.78%
Holding current value
$3.98 Million
Previous $8.09 Million
50.78%
% of portfolio
4.66%
Previous 7.81%
Shares
8 transactions
Others Institutions Holding TYA
# of Institutions
41Shares Held
3.71MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH774KShares$9.84 Million3.22% of portfolio
-
Ae Wealth Management LLC681KShares$8.65 Million0.06% of portfolio
-
Heck Capital Advisors, LLC Rhinelander, WI349KShares$4.44 Million0.37% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio
-
Magnolia Private Wealth, LLC Philadelphia, PA266KShares$3.38 Million2.36% of portfolio