Rocket
Premium
Excel Add-In
International
Tools
Dashboard
Screener
Spinoffs
IPOs
Register
Alerts
Sign In
News + Filings
Holdings
Lutz Financial Services LLC
Changes:
All
|
New
|
Increased
|
Decreased
|
Sold Out
Portfolio as of:
Most recent
06/30/2023
12/31/2022
09/30/2022
06/30/2022
03/31/2022
12/31/2021
09/30/2021
06/30/2021
03/31/2021
12/31/2020
09/30/2020
06/30/2020
03/31/2020
12/31/2019
09/30/2019
06/30/2019
03/31/2019
12/31/2018
09/30/2018
06/30/2018
03/31/2018
12/31/2017
Name
Ticker
Class
Shares
Change
Value
Change
% Port
% OS
Hist
Date
JOHNSON & JOHNSON
JNJ
Common
0
-1,290
0
-227,879,000
0.00
0.00
Hist
06/30/2023
iSHARES TRUST
SHY
1-3 YR TRS BD
0
-2,720
0
-220,776,000
0.00
0.00
Hist
06/30/2023
Rocket Data Systems, Inc. © 2019 |
Contact Us
|
Data Disclaimer
|
Terms of Use
|
Privacy