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

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 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 870,936 shares of BTAL stock, worth $14.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
870,936
Previous 1,809,339 51.86%
Holding current value
$14.3 Million
Previous $37.7 Million 59.12%
% of portfolio
0.07%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$17.61 - $21.46 $16.5 Million - $20.1 Million
-938,403 Reduced 51.86%
870,936 $15.4 Million
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
89
Shares Held
11M
Call Options Held
0
Put Options Held
0
View Full List

About AGF INVTS TR AGFIQ US MKT NEUT

BTAL Quotes by TradingView
  • Ticker BTAL
  • Sector ETFs
  • Industry ETFs
More about BTAL
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email