Lutz Financial Services LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Lutz Financial Services LLC holds 107,095 shares of VTIP stock, worth $5.23 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
107,095
Previous 109,817
2.48%
Holding current value
$5.23 Million
Previous $5.26 Million
1.16%
% of portfolio
0.45%
Previous 0.46%
Shares
27 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio