LFS
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Lutz Financial Services’s Visa V Stock Holding History

Lutz Financial Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Buy
754
+24
+3% +$8.52K 0.02% 88
2025
Q1 		$256K Buy
730
+20
+3% +$7.01K 0.02% 85
2024
Q4 		$224K Buy
+710
New +$224K 0.02% 89