Kovitz Investment Group Partners, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Number of Shares
161,099
Previous 181,118 11.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-20,019 Reduced 11.05%
161,099 $0
Q1 2025

May 13, 2025
SELL
N/A
-27,871 Reduced 13.34%
181,118 $0
Q4 2024

Aug 25, 2025
BUY
N/A
47,890 Added 29.73%
208,989 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-20,398 Reduced 8.89%
208,989 $0
Q3 2024

Nov 14, 2024
BUY
N/A
229,387 New
229,387 $0
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