MPS Loria Financial Planners, LLC AOR Holdings History
MPS Loria Financial Planners, LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 14,067.00 shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling $809,860.00. This investment constitutes 0.24% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.04% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2024Q2. And since then MPS Loria Financial Planners, LLC has made 4 purchases of AOR, at an average price of $57.31, for a total of 14,067.00 shares. Based on historical transaction data and AOR's current price of $61.65, MPS Loria Financial Planners, LLC's estimated gain on his AOR holdings is $61,046.39, reflecting a 7.57% gain to date.
MPS Loria Financial Planners, LLC AOR ($61.65) Holding Chart
MPS Loria Financial Planners, LLC AOR ($61.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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