Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Flex FLEX Stock Holding History

Kovitz Investment Group Partners’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Buy
+5,742
New +$287K ﹤0.01% 1152
2025
Q1 		– Sell
-5,373
Closed -$206K – 1254
2024
Q4 		$206K Buy
+5,373
New +$206K ﹤0.01% 1156