Lutz Financial Services LLC Vanguard Mortg Backed Sec ETF Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 22,817 shares of VMBS stock, worth $1.03 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,817
Previous 22,817
-0.0%
Holding current value
$1.03 Million
Previous $1.04 Million
4.06%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
629Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.45 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.12 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$898 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$388 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$361 Million0.09% of portfolio