Lloyd Advisory Services, Llc. Simplify Exchange Traded Fds S Call Options Transaction History
Lloyd Advisory Services, Llc.
- $85.5 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding TYA
# of Institutions
40Shares Held
3.77MCall Options Held
0Put Options Held
0-
True Wealth Design, LLC Akron, OH826KShares$10.5 Million3.27% of portfolio
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Ae Wealth Management LLC681KShares$8.65 Million0.06% of portfolio
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Heck Capital Advisors, LLC Rhinelander, WI373KShares$4.74 Million0.38% of portfolio
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Stapp Wealth Management, Pllc Olympia, WA284KShares$3.61 Million8.36% of portfolio
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Magnolia Private Wealth, LLC Philadelphia, PA266KShares$3.38 Million2.36% of portfolio