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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 451 | $602,041 | 7,908 | 0.00 | 0.00 | -31,306 | -79.83 | 12-31-2023 |
| BRIXMOR PPTY GROUP INC | COM | 452 | $598,437 | 25,717 | 0.00 | 0.00 | 315 | 1.24 | 12-31-2023 |
| JOHNSON CTLS INTL PLC | SHS | 453 | $592,482 | 10,279 | 0.00 | 0.00 | -70 | -0.68 | 12-31-2023 |
| VIACOMCBS INC | CL B | 454 | $586,926 | 39,684 | 0.00 | 0.00 | -2,408 | -5.72 | 12-31-2023 |
