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  Name: Kelman-Lazarov Inc.
  City: MEMPHIS
  State: TN
  Zip: 38137
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $511,684,000
  Total Value Change : $49,754,000
  Securities Held Change : 2
   
All Securities Held : 104
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 37
  Unchanged Positions : 19
  Decreased Positions : 44

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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMT)1 Year Chart         AMT American Tower Corp 106 Closed $192.02 $0 0 0% -353,000 -1,637 0    Integrated Telecommun...
   (ATO)1 Year Chart         ATO Atmos Energy Corp 105 Closed $117.81 $0 0 0% -204,000 -1,761 0    Gas Utilities

      2 Records Found
  1    
Page 1 of 1
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