Kelman Lazarov, Inc. Purchases and Sells in Q3 2024

Kelman Lazarov, Inc.

$525 Million
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	9.32K + 1.16%	$65.36 - $71.76 $609K - $669K	810K $58.1M
IJR	4.05K + 2.03%	$105.53 - $118.34 $428K - $480K	204K $23.9M
GSLC	2.07K + 0.57%	$101.72 - $112.94 $211K - $234K	367K $41.5M
SCHG	7.25K + 1.5%	$92.63 - $105.69 $672K - $766K	491K $51.1M
BRK-B	322 + 0.97%	$405.19 - $478.57 $130K - $154K	33.5K $15.4M
FNDE	8.36K + 1.45%	$28.02 - $32.68 $234K - $273K	583K $18.8M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	7.23K New	$107.72 - $119.96 $779K - $867K	7.23K $865K
PNFP	3.18K New	$76.97 - $100.56 $245K - $320K	3.18K $311K
NUSC	5.23K New	$38.89 - $42.97 $204K - $225K	5.23K $224K
YUMC	4.62K New	$29.24 - $45.37 $135K - $210K	4.62K $207K
AMERICAN CENTY ETF TR	20.8K New	N/A	20.8K $0

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GNMA	-19.5K - 9.61%	$42.68 - $45.25 $834K - $884K	184K $8.23M
GBIL	-2.55K - 18.02%	$99.7 - $100.3 $254K - $256K	11.6K $1.16M
FDX	-366 - 6.35%	$254.64 - $313.52 $93.2K - $115K	5.4K $1.48M
MKC	-2.5K - 45.79%	$69.44 - $84.76 $174K - $212K	2.97K $244K
IWF	-153 - 19.82%	$332.02 - $382.76 $50.8K - $58.6K	619 $232K
AMZN	-146 - 5.03%	$161.02 - $200.0 $23.5K - $29.2K	2.76K $513K

Activity Summary All Purchases 44 New Holdings 5 Increased Positions 39 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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