Lutz Financial Services LLC Purchases and Sells in Q4 2024

Lutz Financial Services LLC

$1.24 Billion
Q4 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBB	42.3K + 10.26%	$91.26 - $95.82 $3.86M - $4.06M	455K $41.7M
VCSH	34.2K + 5.35%	$77.86 - $79.27 $2.66M - $2.71M	674K $52.6M
VTEB	60.4K + 4.51%	$49.79 - $51.14 $3.01M - $3.09M	1.4M $70.2M
DFIC	104K + 17.47%	$25.61 - $28.0 $2.65M - $2.9M	697K $18M
MUB	16.7K + 5.54%	$105.78 - $108.7 $1.76M - $1.81M	317K $33.8M
AVUV	10.2K + 15.57%	$94.37 - $106.41 $963K - $1.09M	75.7K $7.31M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONEY	3.34K New	$108.28 - $117.54 $362K - $393K	3.34K $363K
SCHF	14.9K New	$18.41 - $40.87 $275K - $611K	14.9K $276K
QQQ	539 New	$481.22 - $538.17 $259K - $290K	539 $275K
AVDV	4.17K New	$63.85 - $70.4 $267K - $294K	4.17K $271K
TSLA	581 New	$213.65 - $479.86 $124K - $279K	581 $234K
V	710 New	$273.87 - $320.91 $194K - $228K	710 $224K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	-200 - 0.17%	$189.5 - $206.17 $37.9K - $41.2K	118K $22.6M
VOOV	-1.36K - 1.74%	$184.21 - $199.29 $251K - $271K	76.7K $14.1M
IJR	-2.99K - 1.57%	$113.92 - $127.38 $341K - $381K	187K $21.6M
SPY	-2.48K - 3.22%	$567.81 - $607.81 $1.41M - $1.51M	74.5K $43.7M
VOE	-200 - 0.27%	$160.89 - $176.18 $32.2K - $35.2K	73.2K $11.8M
IUSV	-953 - 0.83%	$91.94 - $100.02 $87.6K - $95.3K	113K $10.5M

Activity Summary All Purchases 50 New Holdings 7 Increased Positions 43 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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