Kelman Lazarov, Inc. Ishares Tr Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 141,654 shares of MBB stock, worth $13.1 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
141,654
Previous 128,032
10.64%
Holding current value
$13.1 Million
Previous $11.8 Million
15.46%
% of portfolio
2.59%
Previous 2.38%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.85 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.69 Billion0.72% of portfolio