Kovitz Investment Group Partners, LLC Franklin Templeton ETF Tr Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
Shares
23 transactions
Others Institutions Holding FLCH
# of Institutions
45Shares Held
4.39MCall Options Held
0Put Options Held
0-
Glovista Investments LLC Jersey City, NJ1.32MShares$29.3 Million9.86% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA769KShares$17 Million0.64% of portfolio
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Financiere Des Professionnels Fonds D,Investissement Inc. Montreal, A8425KShares$9.42 Million0.55% of portfolio
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Congress Wealth Management LLC Boston, MA340KShares$7.53 Million0.09% of portfolio
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Leo Wealth, LLC Hurst, TX286KShares$6.33 Million0.47% of portfolio