Kovitz Investment Group Partners, LLC Spdr S&P Software & Services E Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,570 shares of XSW stock, worth $465,966. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,570
Previous 2,825
9.03%
Holding current value
$465,966
Previous $426,000
3.29%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XSW
# of Institutions
97Shares Held
1.24MCall Options Held
2KPut Options Held
2K-
Bank Of America Corp Charlotte, NC420KShares$76.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC130KShares$23.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY84KShares$15.2 Million0.0% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA73.6KShares$13.3 Million3.04% of portfolio
-
Mc Guire Investment Group, LLC65.9KShares$11.9 Million1.5% of portfolio