Kelman Lazarov, Inc. Vaneck ETF Tr Morningstar Esg Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Vaneck ETF Tr Morningstar Esg stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 18,420 shares of MOTE stock, worth $526,812. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,420
Previous 18,038
2.12%
Holding current value
$526,812
Previous $489,000
1.02%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding MOTE
# of Institutions
7Shares Held
148KCall Options Held
0Put Options Held
0-
Smith, Moore & Co. Clayton, MO70.9KShares$2.03 Million0.19% of portfolio
-
Van Eck Associates Corp50KShares$1.43 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC5KShares$143,0000.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.16KShares$61,7180.0% of portfolio
-
Geneos Wealth Management Inc.1.28KShares$36,4650.0% of portfolio