MPS Loria Financial Planners, LLC USRT Holdings History
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 $57.66, MPS Loria Financial Planners, LLC's estimated gain on his USRT holdings is $-64,426.70, reflecting a -0.45% gain to date.
MPS Loria Financial Planners, LLC USRT ($57.66) Holding Chart
MPS Loria Financial Planners, LLC USRT ($57.66) 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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