Kovitz Investment Group Partners, LLC TORTOISE CAPITAL SERIES TRUS Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Number of Shares
370,249
Previous 538,039 31.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-167,790 Reduced 31.19%
370,249 $0
Q1 2025

May 13, 2025
SELL
N/A
-164,021 Reduced 23.36%
538,039 $0
Q4 2024

Aug 25, 2025
BUY
N/A
331,811 Added 89.62%
702,060 $0
Q4 2024

Feb 14, 2025
BUY
N/A
702,060 New
702,060 $0
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