Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,282,559 shares of VTEB stock, worth $65.6 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
1,282,559
Previous 1,189,003
7.87%
Holding current value
$65.6 Million
Previous $60.2 Million
6.82%
% of portfolio
5.6%
Previous 5.26%
Shares
9 transactions
Others Institutions Holding VTEB
# of Institutions
1,142Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.82 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.62 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.31 Billion1.37% of portfolio