Lutz Financial Services LLC Ishares Morningstar U.S. Equit Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,356 shares of ILCB stock, worth $280,091. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,356
Previous 3,356
-0.0%
Holding current value
$280,091
Previous $252,000
5.16%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding ILCB
# of Institutions
179Shares Held
5.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.5 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.5 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.5 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$31 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.4 Million0.01% of portfolio