Lutz Financial Services LLC Vanguard Bd Index Fd Inc Inter Transaction History

Lutz Financial Services LLC

$1.14 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 28, 2020	SELL	N/A	-4,045 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	N/A	4,045 New	4,045 $353,000

Others Institutions Holding BIV

# of Institutions

847

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.24 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$617 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$606 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$472 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$419 Million
0.04% of portfolio

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