Kovitz Investment Group Partners, LLC Agf Invts Tr Agfiq Us Mkt Neut Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,809,339 shares of BTAL stock, worth $31.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,809,339
Previous 1,809,339 -0.0%
Holding current value
$31.6 Million
Previous $37.7 Million -0.0%
% of portfolio
0.21%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$17.67 - $20.85 $10.5 Million - $12.4 Million
594,078 Added 48.88%
1,809,339 $37.7 Million
Q4 2024

Feb 14, 2025
SELL
$18.47 - $19.96 $3.72 Million - $4.03 Million
-201,677 Reduced 14.23%
1,215,261 $22.5 Million
Q3 2024

Nov 14, 2024
BUY
$18.74 - $20.92 $26.6 Million - $29.6 Million
1,416,938 New
1,416,938 $27.8 Million

Others Institutions Holding BTAL

# of Institutions
88
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

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