Kelman Lazarov, Inc. Fidelity Nasdaq Composite Inde Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$49.11 - $61.67 $171,885 - $215,845	-3,500 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$55.44 - $62.46 $194,040 - $218,610	3,500 New	3,500 $213,000

Others Institutions Holding ONEQ

# of Institutions

316

Shares Held

15M

Call Options Held

9.4K

Put Options Held

2.7K

Commonwealth Equity Services, LLC

1.12M
Shares

$86.8 Million
0.12% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

872K
Shares

$67.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$59.5 Million
0.03% of portfolio
Wealthfront Advisers LLC

551K
Shares

$42.6 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

546K
Shares

$42.1 Million
0.0% of portfolio

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