Kelman Lazarov, Inc. Vaneck ETF Tr Morningstar Esg Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 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 19,125 shares of MOTE stock, worth $537,030. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,125

Previous 19,057 0.36%

Holding current value

$537,030

Previous $551,000 2.36%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$28.16 - $30.02 $1,914 - $2,041	68 Added 0.36%	19,125 $538,000
Q3 2024 Nov 08, 2024	BUY	$26.05 - $28.95 $16,593 - $18,441	637 Added 3.46%	19,057 $551,000
Q2 2024 Aug 12, 2024	BUY	$0.0 - $26.93 $0 - $10,287	382 Added 2.12%	18,420 $484,000
Q1 2024 May 09, 2024	SELL	$24.88 - $27.13 $9,205 - $10,038	-370 Reduced 2.01%	18,038 $489,000
Q4 2023 Feb 01, 2024	BUY	$21.66 - $25.63 $108 - $128	5 Added 0.03%	18,408 $469,000
Q3 2023 Oct 30, 2023	SELL	$22.82 - $25.18 $21,176 - $23,367	-928 Reduced 4.8%	18,403 $424,000
Q2 2023 Aug 04, 2023	SELL	$22.71 - $24.5 $1,112 - $1,200	-49 Reduced 0.25%	19,331 $473,000
Q1 2023 May 04, 2023	SELL	$0.0 - $24.22 $0 - $290	-12 Reduced 0.06%	19,380 $453,000
Q4 2022 Feb 06, 2023	SELL	$19.73 - $23.28 $10,101 - $11,919	-512 Reduced 2.57%	19,392 $423,000
Q3 2022 Oct 24, 2022	SELL	$19.94 - $24.22 $32,282 - $39,212	-1,619 Reduced 7.52%	19,904 $397,000
Q2 2022 Aug 08, 2022	BUY	$20.56 - $24.76 $442,512 - $532,909	21,523 New	21,523 $461,000

Others Institutions Holding MOTE

# of Institutions

Shares Held

157K

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR MORNINGSTAR ESG

Ticker MOTE
Sector ETFs
Industry ETFs

More about MOTE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Vaneck ETF Tr Morningstar Esg Transaction History