Lutz Financial Services LLC Vanguard S&P 500 Value ETF Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 82,003 shares of VOOV stock, worth $14.8 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
82,003
Previous 88,005
6.82%
Holding current value
$14.8 Million
Previous $14.8 Million
0.12%
% of portfolio
1.29%
Previous 1.39%
Shares
26 transactions
Others Institutions Holding VOOV
# of Institutions
343Shares Held
16.6MCall Options Held
5.1KPut Options Held
300-
Heritage Wealth Advisors4.68MShares$846 Million31.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$322 Million0.03% of portfolio
-
Morgan Stanley New York, NY982KShares$178 Million0.01% of portfolio
-
Ubs Group Ag570KShares$103 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY509KShares$92.1 Million0.01% of portfolio