Lutz Financial Services LLC Vanguard S&P Mid Cap 400 Value Call Options Transaction History
Lutz Financial Services LLC
- $1.22 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IVOV
# of Institutions
162Shares Held
4.73MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS862KShares$85.4 Million0.14% of portfolio
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Rockland Trust CO812KShares$80.5 Million3.85% of portfolio
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Bank Of America Corp Charlotte, NC284KShares$28.1 Million0.0% of portfolio
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Morgan Stanley New York, NY255KShares$25.2 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL194KShares$19.2 Million0.01% of portfolio