Kelman Lazarov, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 252,997 shares of STIP stock, worth $26 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
252,997
Previous 246,099
2.8%
Holding current value
$26 Million
Previous $24.9 Million
2.07%
% of portfolio
5.02%
Previous 4.75%
Shares
10 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio