Number of Shares
247,795.00
Current Holdings Value*
$14.27 Mil
% of Portfolio
4.23%
Total Estimate Gain
$9,911.80
% of Total Estimate Gain
0.07%

MPS Loria Financial Planners, LLC's iShares Core U.S. REIT ETF Holding Summary

As of 2025-03-31, MPS Loria Financial Planners, LLC held 247,795.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $14.27 Mil. This investment constitutes 4.23% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0.49% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2025Q1. And since then MPS Loria Financial Planners, LLC has made 1 purchases of USRT, at an average price of $57.92, for a total of 247,795.00 shares. Based on historical transaction data and USRT's current price of $57.96, MPS Loria Financial Planners, LLC's estimated gain on his USRT holdings is $9,911.80, reflecting a 0.07% gain to date.

MPS Loria Financial Planners, LLC USRT ($57.96) Holding Chart

MPS Loria Financial Planners, LLC USRT ($57.96) 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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