Mps Loria Financial Planners, LLC Vanguard Small Cap ETF Transaction History
Mps Loria Financial Planners, LLC
- $338 Million
- Q4 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 142,115 shares of VB stock, worth $35.5 Million. This represents 10.11% of its overall portfolio holdings.
Number of Shares
142,115
Previous 142,694
0.41%
Holding current value
$35.5 Million
Previous $33.8 Million
0.88%
% of portfolio
10.11%
Previous 10.2%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio