Lutz Financial Services LLC Vanguard S&P Mid Cap 400 Value Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 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 126,368 shares of IVOV stock, worth $11.5 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
126,368
Previous 133,982
5.68%
Holding current value
$11.5 Million
Previous $11.7 Million
1.76%
% of portfolio
1.0%
Previous 1.1%
Shares
26 transactions
Others Institutions Holding IVOV
# of Institutions
124Shares Held
4.31MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS842KShares$76.6 Million0.16% of portfolio
-
Rockland Trust CO796KShares$72.3 Million3.86% of portfolio
-
Bank Of America Corp Charlotte, NC250KShares$22.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY234KShares$21.3 Million0.0% of portfolio
-
Stordahl Capital Management, Inc.171KShares$15.6 Million3.75% of portfolio