Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | FTSE MEXICO | 351 | $1,231,114 | 37,135 | 0.00 | 0.00 | -428 | -1.14 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 352 | $1,225,832 | 8,200 | 0.00 | 0.00 | -1,990 | -19.53 | 12-31-2023 |
| HONDA MOTOR LTD | AMERN SHS | 353 | $1,218,388 | 39,417 | 0.00 | 0.00 | -1,184 | -2.92 | 12-31-2023 |
| TE CONNECTIVITY LTD | COM | 354 | $1,200,573 | 8,545 | 0.00 | 0.00 | -150 | -1.73 | 12-31-2023 |
