Kovitz Investment Group Partners, LLC First Tr Morningstar Dividend Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,980 shares of FDL stock, worth $598,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,980
Previous 13,980 -0.0%
Holding current value
$598,204
Previous $562,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$39.59 - $43.95 $18,765 - $20,832
474 Added 3.51%
13,980 $562,000
Q3 2024

Nov 14, 2024
BUY
$37.66 - $42.06 $508,635 - $568,062
13,506 New
13,506 $566,000

Others Institutions Holding FDL

# of Institutions
431
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email