Lutz Financial Services LLC's ownership history for IVV

Lutz Financial Services LLC currently holds 23.7K shares with a market value of $15.9M. It started holding IVV on 2024-09-30. At its peak, it held 24.8K shares on 2024-12-31. Its highest holding value was $15.9M on 2025-09-30. At its lowest, it held 23.7K shares on 2025-03-31, with a value of $13.3M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has increased its shares by 35. In the recent year, Lutz Financial Services LLC has decreased its shares by 1.0K.