Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Interactive Brokers IBKR Stock Holding History

Kovitz Investment Group Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,077
Closed -$281K – 841
2025
Q3 		$281K Buy
+4,077
New +$257K ﹤0.01% 1226

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