Mps Loria Financial Planners, LLC Closed Holding Positions

Mps Loria Financial Planners, LLC

  • $332 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHW
Schwab Charles Corp

Financial Services
Q2 2021 Filed on Jul 20, 2021
1,072
$63.69 - $76.01 $68.3K - $81.5K
SQ
Block, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
100
$197.13 - $273.23 $19.7K - $27.3K
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Jul 20, 2021
18
$361.2 - $412.36 $6.5K - $7.42K
SPG
Simon Property Group Inc

Real Estate
Q2 2021 Filed on Jul 20, 2021
13
$113.38 - $135.71 $1.47K - $1.76K
SNPS
Synopsys Inc

Technology
Q2 2021 Filed on Jul 20, 2021
98
$228.54 - $276.18 $22.4K - $27.1K
SNA
Snap On Inc

Industrials
Q2 2021 Filed on Jul 20, 2021
6
$212.58 - $255.64 $1.28K - $1.53K
SJM
J M Smucker CO

Consumer Defensive
Q2 2021 Filed on Jul 20, 2021
5
$126.25 - $139.82 $631 - $699
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Jul 20, 2021
3
$483.33 - $606.83 $1.45K - $1.82K
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
200
$59.02 - $78.8 $11.8K - $15.8K
VMC
Vulcan Materials CO

Basic Materials
Q2 2021 Filed on Jul 20, 2021
14
$165.84 - $193.11 $2.32K - $2.7K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Jul 20, 2021
8
$167.8 - $188.88 $1.34K - $1.51K
VRSN
Verisign Inc

Technology
Q2 2021 Filed on Jul 20, 2021
4
$201.9 - $229.78 $808 - $919
NOV
Nov Inc.

Energy
Q2 2021 Filed on Jul 20, 2021
30
$12.76 - $17.95 $383 - $539
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Jul 20, 2021
210
$12.64 - $15.28 $2.65K - $3.21K
LMACU
Liberty Media Acquisition Corp

Financial Services
Q2 2021 Filed on Jul 20, 2021
500
$10.5 - $11.05 $5.25K - $5.53K
KLR
Kaleyra, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
500
$11.27 - $15.83 $5.64K - $7.92K
Epiphany Tech Acquisition Unit Com Cl A
Q2 2021 Filed on Jul 20, 2021
307
N/A
Crucible Acquisition Corp Warrant
Q2 2021 Filed on Jul 20, 2021
2,200
N/A
CRU
Crucible Acquisition Corp

Financial Services
Q2 2021 Filed on Jul 20, 2021
258
$9.67 - $10.13 $2.49K - $2.61K
ON
On Semiconductor Corp

Technology
Q2 2021 Filed on Jul 20, 2021
1,000
$35.67 - $44.03 $35.7K - $44K
PLUG
Plug Power Inc

Industrials
Q2 2021 Filed on Jul 20, 2021
200
$20.07 - $35.26 $4.01K - $7.05K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2021 Filed on Jul 20, 2021
765
$142.18 - $151.25 $109K - $116K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Jul 20, 2021
200
$99.48 - $130.88 $19.9K - $26.2K
UBER
Uber Technologies, Inc

Technology
Q2 2021 Filed on Jul 20, 2021
1,000
$43.81 - $60.74 $43.8K - $60.7K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
200
$58.0 - $66.13 $11.6K - $13.2K
Svf Investment Corp
Q2 2021 Filed on Jul 20, 2021
500
N/A
Sl Green Rlty Corp Com Usd0
Q2 2021 Filed on Jul 20, 2021
7
N/A
PRSRW
Prospector Capital Corp.

ETFs
Q2 2021 Filed on Jul 20, 2021
2,428
N/A
PRSR
Prospector Capital Corp.

Financial Services
Q2 2021 Filed on Jul 20, 2021
312
$9.67 - $9.87 $3.02K - $3.08K
APA
Apa Corp

Energy
Q2 2021 Filed on Jul 20, 2021
31
$17.0 - $23.52 $527 - $729
AFBI
Affinity Bancshares, Inc.

Financial Services
Q2 2021 Filed on Jul 20, 2021
906
$12.1 - $12.98 $11K - $11.8K
WRK
West Rock CO

Consumer Cyclical
Q2 2021 Filed on Jul 20, 2021
30
$52.03 - $61.81 $1.56K - $1.85K
WMB
Williams Companies, Inc.

Energy
Q2 2021 Filed on Jul 20, 2021
109
$23.24 - $28.23 $2.53K - $3.08K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Jul 20, 2021
11
$225.2 - $270.07 $2.48K - $2.97K
WELL
Welltower Inc.

Real Estate
Q2 2021 Filed on Jul 20, 2021
20
$71.04 - $84.02 $1.42K - $1.68K
WAT
Waters Corp

Healthcare
Q2 2021 Filed on Jul 20, 2021
10
$284.72 - $346.95 $2.85K - $3.47K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Jul 20, 2021
351
$12.97 - $16.15 $4.55K - $5.67K
VTR
Ventas, Inc.

Real Estate
Q2 2021 Filed on Jul 20, 2021
37
$52.18 - $59.24 $1.93K - $2.19K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Jul 20, 2021
19
$187.49 - $221.1 $3.56K - $4.2K
WU
Western Union CO

Financial Services
Q2 2021 Filed on Jul 20, 2021
22
$22.91 - $26.39 $504 - $581
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Jul 20, 2021
46
$65.71 - $72.59 $3.02K - $3.34K
ZTS
Zoetis Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
33
$155.9 - $187.99 $5.14K - $6.2K
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2021 Filed on Jul 20, 2021
19
$50.3 - $60.27 $956 - $1.15K
ZEN
Zendesk, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
50
$130.67 - $155.35 $6.53K - $7.77K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
17
$152.95 - $173.41 $2.6K - $2.95K
XYL
Xylem Inc.

Industrials
Q2 2021 Filed on Jul 20, 2021
18
$104.64 - $119.96 $1.88K - $2.16K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
30
$63.18 - $69.12 $1.9K - $2.07K
XLI
Industrial Sector Spdr

ETFs
Q2 2021 Filed on Jul 20, 2021
100
$98.78 - $105.53 $9.88K - $10.6K
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Jul 20, 2021
100
$47.07 - $56.19 $4.71K - $5.62K
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