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Simplify Exchange Traded Fun shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TYA) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 637k 23.95

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Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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Spdr Ser Tr Bbg Conv Sec Etf (CWB)
First Tr Morningstar Divid L SHS (FDL)
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View all positions for Lloyd Advisory Services

Top funds holding Simplify Exchange Traded Fun

AE Wealth Management
WJ Interests
Lloyd Advisory Services
Stapp Wealth Management, P
Jane Street
BlackDiamond Wealth Management
Flow Traders US
Bank Of Montreal
Great Lakes Retirement
Simplify Asset Management
Professional Financial Advisors
Citadel Advisors
Authentikos Wealth Advisory
Royal Bank of Canada
UBS Group

View all funds holding Simplify Exchange Traded Fun