Kovitz Investment Group Partners, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 8,536 shares of CMDY stock, worth $399,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,536
Previous 28,888
70.45%
Holding current value
$399,570
Previous $1.43 Million
70.2%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CMDY
# of Institutions
54Shares Held
2.72MCall Options Held
14.1KPut Options Held
0-
Alaska Permanent Capital Management769KShares$36 Million3.05% of portfolio
-
Apcm Wealth Management For Individuals356KShares$16.7 Million2.68% of portfolio
-
Envestnet Asset Management Inc305KShares$14.3 Million0.01% of portfolio
-
Principal Securities, Inc. Des Moines, IA212KShares$9.9 Million0.26% of portfolio
-
Disciplina Capital Management LLC Nashville, TN104KShares$4.87 Million0.83% of portfolio