Lutz Financial Services LLC's ownership history for MA

Lutz Financial Services LLC currently holds 354 shares with a market value of $202.1K. It started holding MA on 2024-12-31. At its peak, it held 404 shares on 2024-12-31. Its highest holding value was $227.0K on 2025-06-30. At its lowest, it held 354 shares on 2025-12-31, with a value of $202.1K on 2025-12-31. In the recent 180 days, Lutz Financial Services LLC has decreased its shares by 50. In the recent year, Lutz Financial Services LLC has decreased its shares by 50.