Lutz Financial Services LLC Vanguard S&P Mid Cap 400 Value Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Lutz Financial Services LLC holds 125,074 shares of IVOV stock, worth $11.5 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
125,074
Previous 126,368
1.02%
Holding current value
$11.5 Million
Previous $11.5 Million
4.55%
% of portfolio
0.95%
Previous 1.0%
Shares
27 transactions
Others Institutions Holding IVOV
# of Institutions
125Shares Held
4.35MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS848KShares$77.8 Million0.15% of portfolio
-
Rockland Trust CO800KShares$73.4 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC270KShares$24.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY249KShares$22.9 Million0.0% of portfolio
-
Stordahl Capital Management, Inc.171KShares$15.7 Million3.75% of portfolio