Lutz Financial Services LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 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 1,400,550 shares of VTEB stock, worth $70.3 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
1,400,550
Previous 1,340,105
4.51%
Holding current value
$70.3 Million
Previous $68.5 Million
2.49%
% of portfolio
5.68%
Previous 5.56%
Shares
11 transactions
Others Institutions Holding VTEB
# of Institutions
1,238Shares Held
510MCall Options Held
39.6KPut Options Held
53.8K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.75 Billion0.31% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.64 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.64 Billion1.49% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.04 Billion0.39% of portfolio