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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 301 | $456,018 | 23,862 | 0.00 | 0.00 | -80,003 | -77.03 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | Liquidated | $455,266 | 10,028 | 0.00 | 0.00 | 10,028 | +Inf | 06-30-2024 |
| AIM ETF PRODUCTS TRUST | US LARCP B20 MAR | 303 | $430,214 | 14,579 | 0.00 | 14,579 | +Inf | 06-30-2024 | |
| ISHARES TR | 20+ YEAR TR BD | 304 | $429,967 | 16,743 | 0.00 | 16,743 | +Inf | 06-30-2024 |
