Number of Shares
636,738.00
Current Holdings Value*
$8.59 Mil
% of Portfolio
4.15%
Total Estimate Gain
$-216,804.86
% of Total Estimate Gain
-1.59%

Lloyd Advisory Services, LLC.'s Simplify Intermediate Term Treasury Futures Strategy ETF Holding Summary

As of 2025-06-30, Lloyd Advisory Services, LLC. held 636,738.00 shares of Simplify Intermediate Term Treasury Futures Strategy ETF(TYA), totaling $8.59 Mil. This investment constitutes 4.15% of their stock portfolio, and Lloyd Advisory Services, LLC. now holds 5.62% of the outstanding Simplify Intermediate Term Treasury Futures Strategy ETF(TYA) stock.

The initial trade took place in 2023Q4. And since then Lloyd Advisory Services, LLC. has made 6 purchases of TYA, at an average price of $13.24, for a total of 1.03 Mil shares. In addition, there have been 1 sales at an average price of $12.76 for 391,902.00 shares. Based on historical transaction data and TYA's current price of $13.20, Lloyd Advisory Services, LLC.'s estimated gain on his TYA holdings is $-216,804.86, reflecting a -1.59% gain to date.

Lloyd Advisory Services, LLC. TYA ($13.20) Holding Chart

Lloyd Advisory Services, LLC. TYA ($13.20) 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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