Kelman Lazarov, Inc. Wisdomtree U.S. Smallcap Fund Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
Shares
16 transactions
Others Institutions Holding EES
# of Institutions
161Shares Held
7.85MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$38.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$35.1 Million0.0% of portfolio
-
Ubs Group Ag729KShares$33 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$24.3 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$22.6 Million0.01% of portfolio