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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 51 | $395,219 | 2,285 | 0.00 | 0.00 | 9 | 0.40 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 52 | $394,820 | 6,029 | 0.00 | 0.00 | -326 | -5.13 | 06-30-2024 |
| META PLATFORMS INC | CL A | 53 | $393,500 | 780 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 54 | $392,102 | 784 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
