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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 501 | $458,330 | 3,910 | 0.00 | 0.00 | -108 | -2.69 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 502 | $441,412 | 6,297 | 0.00 | 0.00 | -270 | -4.11 | 12-31-2023 |
| VANGUARD WORLD FDS | CONSUM DIS ETF | 503 | $438,552 | 1,440 | 0.00 | 0.00 | -75 | -4.95 | 12-31-2023 |
| INVESCO EXCHANGE-TRADED FD T | SR LN ETF | 504 | $433,365 | 20,461 | 0.00 | 0.00 | -549 | -2.61 | 12-31-2023 |
