Kovitz Investment Group Partners, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History
Kovitz Investment Group Partners, LLC
- $10.5 Billion
- Q2 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 28,888 shares of CMDY stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,888
Previous 40,425
28.54%
Holding current value
$1.38 Million
Previous $1.94 Million
26.42%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CMDY
# of Institutions
56Shares Held
3.25MCall Options Held
18.3KPut Options Held
0-
Alaska Permanent Capital Management757KShares$36.3 Million3.2% of portfolio
-
Disciplina Capital Management LLC Nashville, TN540KShares$25.9 Million8.22% of portfolio
-
Envestnet Asset Management Inc288KShares$13.8 Million0.01% of portfolio
-
Apcm Wealth Management For Individuals234KShares$11.2 Million1.8% of portfolio
-
Principal Securities, Inc. Des Moines, IA197KShares$9.42 Million0.27% of portfolio