Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LLOYD ADVISORY SERVICES LLC | 08-05-2024 | 06-30-2024 | 93 | 212,417,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15,278 | 350.25 | 06-30-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | Liquidated | $0 | 0 | 0.00 | 11,065 | +Inf | 06-30-2024 | |
| TRUIST FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 16,602 | 210.74 | 06-30-2024 |
| EDISON INTL | COM | Liquidated | $0 | 0 | 0.00 | 13,380 | +Inf | 06-30-2024 |
