Kovitz Investment Group Partners, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Number of Shares
1,117,817
Previous 2,131,225 47.55%
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
-1,013,408 Reduced 47.55%
1,117,817 $0
Q1 2025

May 13, 2025
BUY
N/A
94,398 Added 4.63%
2,131,225 $0
Q4 2024

Aug 25, 2025
BUY
N/A
919,010 Added 82.21%
2,036,827 $0
Q4 2024

Feb 14, 2025
BUY
N/A
40,247 Added 2.02%
2,036,827 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,996,580 New
1,996,580 $0
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