Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MPS LORIA FINANCIAL PLANNERS LLC | 04-17-2024 | 03-31-2024 | 80 | 297,734,905 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 101 | $200,865 | 770 | 0.00 | 770 | +Inf | 03-31-2024 |
