Lloyd Advisory Services, LLC. TUA Holdings History
Lloyd Advisory Services, LLC.'s Simplify Short Term Treasury Futures Strategy ETF Holding Summary
As of 2025-06-30, Lloyd Advisory Services, LLC. held 621,886.00 shares of Simplify Short Term Treasury Futures Strategy ETF(TUA), totaling $13.70 Mil. This investment constitutes 6.62% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 2.03% of the outstanding Simplify Short Term Treasury Futures Strategy ETF(TUA) stock.
The initial trade took place in 2023Q4. And since then Lloyd Advisory Services, LLC. has made 5 purchases of TUA, at an average price of $21.60, for a total of 744,123.00 shares. In addition, there have been 2 sales at an average price of $22.28 for 122,237.00 shares. Based on historical transaction data and TUA's current price of $21.79, Lloyd Advisory Services, LLC.'s estimated gain on his TUA holdings is $201,824.88, reflecting a 1.26% gain to date.
Lloyd Advisory Services, LLC. TUA ($21.79) Holding Chart
Lloyd Advisory Services, LLC. TUA ($21.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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