Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Transaction History
Lloyd Advisory Services, Llc.
- $117 Million
- Q4 2024
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 351,733 shares of TYA stock, worth $4.47 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
351,733
Previous 331,121
6.22%
Holding current value
$4.47 Million
Previous $4.21 Million
6.23%
% of portfolio
3.81%
Previous 3.8%
Shares
5 transactions
Others Institutions Holding TYA
# of Institutions
31Shares Held
6.08MCall Options Held
0Put Options Held
0-
Simplify Asset Management Inc. New York, NY3.87MShares$49.1 Million2.62% of portfolio
-
Ae Wealth Management LLC803KShares$10.2 Million0.1% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA263KShares$3.34 Million5.65% of portfolio
-
Mid American Wealth Advisory Group, Inc. Kansas City, MO238KShares$3.02 Million1.72% of portfolio
-
B.O.S.S. Retirement Advisors, LLC Lehi, UT140KShares$1.78 Million0.48% of portfolio