Lloyd Advisory Services, Llc. Simplify Exch Trad Fds Us Eq P Transaction History
Lloyd Advisory Services, Llc.
- $117 Million
- Q4 2024
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 48,636 shares of SPD stock, worth $1.53 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
48,636
Previous 51,296
5.19%
Holding current value
$1.53 Million
Previous $1.72 Million
5.48%
% of portfolio
1.38%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding SPD
# of Institutions
50Shares Held
3.21MCall Options Held
0Put Options Held
0-
Sollinda Capital Management LLC Hickory, NC599KShares$18.9 Million5.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL528KShares$16.7 Million0.02% of portfolio
-
Ridgepath Capital Management LLC Knoxville, TN285KShares$8.98 Million4.38% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA285KShares$8.98 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC248KShares$7.81 Million0.02% of portfolio