Lutz Financial Services LLC Vanguard S&P Mid Cap 400 ETF Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
Shares
8 transactions
Others Institutions Holding IVOO
# of Institutions
252Shares Held
9.12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.18MShares$124 Million0.01% of portfolio
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Morgan Stanley New York, NY985KShares$104 Million0.01% of portfolio
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Lockheed Martin Investment Management CO Bethesda, MD900KShares$94.9 Million5.16% of portfolio
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Ubs Group Ag570KShares$60.1 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO368KShares$38.8 Million0.04% of portfolio