Lutz Financial Services LLC's ownership history for QUAL

Lutz Financial Services LLC currently holds 80.9K shares with a market value of $15.5M. It started holding QUAL on 2024-09-30. At its peak, it held 80.9K shares on 2026-03-31. Its highest holding value was $15.5M on 2026-03-31. At its lowest, it held 64.3K shares on 2025-03-31, with a value of $11.0M on 2025-03-31. In the recent 180 days, Lutz Financial Services LLC has increased its shares by 7.8K. In the recent year, Lutz Financial Services LLC has increased its shares by 16.6K.