Lutz Financial Services LLC Ishares Msci Usa Value Factor Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$68.64 - $88.78 $170,158 - $220,085	-2,479 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$82.34 - $89.31 $204,120 - $221,399	2,479 New	2,479 $218,000

Others Institutions Holding VLUE

# of Institutions

436

Shares Held

52.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.16 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$501 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$411 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$202 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$197 Million
0.42% of portfolio

About ISHARES MSCI USA VALUE FACTOR

Ticker VLUE
Sector ETFs
Industry ETFs

More about VLUE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.