Kelman Lazarov, Inc. Vanguard Bd Index Fd Inc Short Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 227,644 shares of BSV stock, worth $17.8 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
227,644
Previous 205,632
10.7%
Holding current value
$17.8 Million
Previous $15.8 Million
10.75%
% of portfolio
3.53%
Previous 3.26%
Shares
25 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
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Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio