Kovitz Investment Group Partners, LLC STRATEGIC TRUST Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Number of Shares
800,425
Previous 525,198 52.4%
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
BUY
N/A
275,227 Added 52.4%
800,425 $0
Q1 2025

May 13, 2025
BUY
N/A
156,976 Added 42.63%
525,198 $0
Q4 2024

Aug 25, 2025
SELL
N/A
-432,203 Reduced 54.0%
368,222 $0
Q4 2024

Feb 14, 2025
BUY
N/A
351 Added 0.1%
368,222 $0
Q3 2024

Nov 14, 2024
BUY
N/A
367,871 New
367,871 $0
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