Kovitz Investment Group Partners, LLC SERIES PORTFOLIOS TR Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Number of Shares
1,164,679
Previous 1,079,563 7.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
85,116 Added 7.88%
1,164,679 $0
Q1 2025

May 13, 2025
BUY
N/A
274,921 Added 34.17%
1,079,563 $0
Q4 2024

Aug 25, 2025
SELL
N/A
-360,037 Reduced 30.91%
804,642 $0
Q4 2024

Feb 14, 2025
BUY
N/A
546,064 Added 211.18%
804,642 $0
Q3 2024

Nov 14, 2024
BUY
N/A
229,426 Added 787.0%
258,578 $0
Q2 2024

Aug 14, 2024
BUY
N/A
29,152 New
29,152 $0
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