Kovitz Investment Group Partners, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Kovitz Investment Group Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$47.73 - $48.35 $2,529 - $2,562	53 Added 0.71%	7,518 $362,000
Q1 2024 May 14, 2024	BUY	$48.03 - $48.53 $1,729 - $1,747	36 Added 0.48%	7,465 $360,000
Q4 2023 Feb 07, 2024	BUY	$46.51 - $48.38 $2,976 - $3,096	64 Added 0.87%	7,429 $359,000
Q3 2023 Nov 09, 2023	BUY	$46.87 - $47.5 $2,015 - $2,042	43 Added 0.59%	7,365 $345,000
Q2 2023 Aug 08, 2023	BUY	$47.14 - $47.79 $345,159 - $349,918	7,322 New	7,322 $346,000

107

3.4M

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