Envestnet Asset Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-17,347
Closed -$313K 4079
2023
Q3
$313K Buy
+17,347
New +$313K ﹤0.01% 3508