Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Pathward Financial CASH Stock Holding History

Kovitz Investment Group Partners’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-568,780
Closed -$674K – 1244
2024
Q4 		$674K Buy
+568,780
New +$674K ﹤0.01% 815