Kelman Lazarov, Inc. Pimco Active Bond Exchange Tra Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 225,718 shares of BOND stock, worth $20.8 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
225,718
Previous 213,832
5.56%
Holding current value
$20.8 Million
Previous $19.6 Million
4.66%
% of portfolio
4.16%
Previous 4.07%
Shares
14 transactions
Others Institutions Holding BOND
# of Institutions
428Shares Held
36.7MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$332 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.89MShares$266 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$168 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.45MShares$133 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.2MShares$111 Million0.03% of portfolio