Kelman Lazarov, Inc. Pimco Active Bond Exchange Tra Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 234,930 shares of BOND stock, worth $21.6 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
234,930
Previous 230,649
1.86%
Holding current value
$21.6 Million
Previous $21.8 Million
2.65%
% of portfolio
4.19%
Previous 4.16%
Shares
16 transactions
Others Institutions Holding BOND
# of Institutions
490Shares Held
49.1MCall Options Held
0Put Options Held
0-
Cwm, LLC4.15MShares$382 Million1.53% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.38MShares$219 Million0.07% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
-
Tectonic Advisors LLC Plano, TX1.62MShares$150 Million9.65% of portfolio