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DTF Tax Free Income shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of DTF Tax Free Income (DTF) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in DTF Tax Free Income

Tip: Access up to 7 years of quarterly data

All positions including DTF Tax Free Income held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTF Tax Free Income by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 516k 11.27

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding DTF Tax Free Income

Atlas Wealth
Kovitz Investment Group Partners
Hara Capital
Rivernorth Capital Management
Almitas Capital
1607 Capital Partners
Morgan Stanley
CI Private Wealth
Allspring Global Investments Holdings
Beverly Hills Private Wealth
City of London Investment Management Company
Logan Stone Capital
Thrivent Financial for Lutherans
Nuveen Asset Management
Sanctuary Advisors

View all funds holding DTF Tax Free Income