Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS LLC | 07-10-2024 | 06-30-2024 | 80 | 310,284,554 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | 101 | $208,800 | 2,061 | 0.00 | 2,061 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | SML CP GRW ETF | Liquidated | $0 | 0 | 0.00 | 770 | +Inf | 06-30-2024 |
