Kelman Lazarov, Inc. Ishares Tr Transaction History
Kelman Lazarov, Inc.
- $494 Million
- Q2 2024
A detailed history of Kelman Lazarov, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 128,032 shares of MBB stock, worth $11.9 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
128,032
Previous 87,755
45.9%
Holding current value
$11.9 Million
Previous $8.11 Million
44.93%
% of portfolio
2.38%
Previous 1.68%
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
911Shares Held
312MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.78 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.71 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.33 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.68 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.57 Billion0.68% of portfolio