Mps Loria Financial Planners, LLC Vanguard Small Cap ETF Transaction History
Mps Loria Financial Planners, LLC
- $332 Million
- Q3 2024
A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 142,694 shares of VB stock, worth $36.8 Million. This represents 10.2% of its overall portfolio holdings.
Number of Shares
142,694
Previous 138,622
2.94%
Holding current value
$36.8 Million
Previous $30.2 Million
11.99%
% of portfolio
10.2%
Previous 9.77%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio