Lutz Financial Services LLC's ownership history for AGG

Lutz Financial Services LLC currently holds 209.1K shares with a market value of $20.8M. It started holding AGG on 2024-09-30. At its peak, it held 222.0K shares on 2024-12-31. Its highest holding value was $22.0M on 2025-12-31. At its lowest, it held 209.1K shares on 2026-03-31, with a value of $20.8M on 2026-03-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 1.7K. In the recent year, Lutz Financial Services LLC has decreased its shares by 8.0K.