Kovitz Investment Group Partners, LLC Pimco ETF Tr Sr Ln Active Exch Transaction History
Kovitz Investment Group Partners, LLC
- $23.6 Billion
- Q3 2025
A detailed history of Kovitz Investment Group Partners, LLC transactions in Pimco ETF Tr Sr Ln Active Exch stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 146,248 shares of LONZ stock, worth $7.38 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
146,248
Previous 128,042
14.22%
Holding current value
$7.38 Million
Previous $6.53 Million
14.4%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding LONZ
# of Institutions
74Shares Held
10.7MCall Options Held
0Put Options Held
0-
Allianz Asset Management Gmb H Munich, 2M4.76MShares$240 Million0.3% of portfolio
-
Advocacy Wealth Management Services, LLC872KShares$44 Million2.32% of portfolio
-
State Of New Jersey Common Pension Fund D450KShares$22.7 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC399KShares$20.1 Million0.01% of portfolio
-
Roger Wittlin Investment Advisory, LLC233KShares$11.8 Million6.7% of portfolio