Kelman Lazarov, Inc. Spdr Portfolio Transaction History
Kelman Lazarov, Inc.
- $517 Million
- Q1 2025
A detailed history of Kelman Lazarov, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 29,509 shares of SPMD stock, worth $1.55 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
29,509
Previous 29,683
0.59%
Holding current value
$1.55 Million
Previous $1.62 Million
6.96%
% of portfolio
0.29%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
735Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio