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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOM TREE TR | US QLTY DIV GRT | 551 | $332,916 | 4,737 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 552 | $327,847 | 2,085 | 0.00 | 0.00 | -25,575 | -92.46 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 553 | $318,257 | 1,926 | 0.00 | 0.00 | -28 | -1.43 | 12-31-2023 |
| SS&C TECHNOLOGIES HLDGS INC | COM | 554 | $299,978 | 4,909 | 0.00 | 0.00 | -3,982 | -44.79 | 12-31-2023 |
