Luminvest Wealth Management LLC VANGUARD CALIF TAX FREE FDS Transaction History

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024
Number of Shares
3,717
Holding current value
$370 Million
% of portfolio
0.15%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
N/A
3,717 New
3,717 $370 Million
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