MPS Loria Financial Planners, LLC
Holdings in BUSE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $875,543 | 36,803 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $842,613 | 36,398 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $828,205 | 36,182 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $772,221 | 35,751 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $843,900 | 35,804 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $924,334 | 35,524 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $963,098 | 39,781 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $962,529 | 40,022 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $985,850 | 39,720 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $796,726 | 41,453 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $826,110 | 41,100 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $839,574 | 41,277 | Shares | Sole | 2023-04-11 |
| 2022-12-31 | $1,220,945 | 49,391 | Shares | Sole | 2023-01-23 |
| 2022-09-30 | $1,087,328 | 49,469 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,123,557 | 49,171 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,248,527 | 49,271 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $1,544,972 | 56,968 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $1,510,188 | 61,315 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,509,142 | 61,198 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $1,566,855 | 61,086 | Shares | Sole | 2021-05-03 |
| 2020-12-31 | $1,313,644 | 60,958 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $966,302 | 60,812 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $1,140,708 | 61,164 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $1,009,490 | 59,000 | Shares | Sole | 2020-05-05 |