Lutz Financial Services LLC Vanguard Bd Index Fd Inc Short Transaction History
Lutz Financial Services LLC
- $1.38 Billion
- Q3 2025
A detailed history of Lutz Financial Services LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Lutz Financial Services LLC holds 254,512 shares of BSV stock, worth $20 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
254,512
Previous 242,492
4.96%
Holding current value
$20 Million
Previous $19.1 Million
5.23%
% of portfolio
1.46%
Previous 1.48%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,393Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio