Kelman Lazarov, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 10,243 shares of SUSB stock, worth $253,719. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,243
Previous 10,256
0.13%
Holding current value
$253,719
Previous $251,000
2.39%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding SUSB
# of Institutions
309Shares Held
28MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY2.72MShares$67.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.88MShares$46.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.1MShares$27.2 Million0.0% of portfolio
-
Wealthspire Advisors, LLC New York, NY918KShares$22.7 Million0.24% of portfolio
-
Royal Bank Of Canada Toronto, A6728KShares$18 Million0.0% of portfolio