Lutz Financial Services LLC Vanguard S&P Mid Cap 400 Value Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Lutz Financial Services LLC holds 121,897 shares of IVOV stock, worth $11.7 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
121,897
Previous 122,795
0.73%
Holding current value
$11.7 Million
Previous $11.8 Million
0.91%
% of portfolio
0.94%
Previous 0.95%
Shares
29 transactions
Others Institutions Holding IVOV
# of Institutions
151Shares Held
4.62MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS826KShares$79.6 Million0.14% of portfolio
-
Rockland Trust CO802KShares$77.2 Million3.93% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$27.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY231KShares$22.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL192KShares$18.5 Million0.01% of portfolio