Kovitz Investment Group Partners, LLC Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XVV
# of Institutions
135Shares Held
3.28MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.6 Million2.16% of portfolio
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Becker Capital Management Inc227KShares$11.8 Million0.35% of portfolio
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Lpl Financial LLC Fort Mill, SC197KShares$10.2 Million0.0% of portfolio
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Jnba Financial Advisors97KShares$5.02 Million0.46% of portfolio
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Better Money Decisions, LLC88.6KShares$4.59 Million2.58% of portfolio