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Kelly Strategic Etf Trust shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Kelly Strategic Etf Trust

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All positions including Kelly Strategic Etf Trust 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 Kelly Strategic Etf Trust by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 368k 33.43

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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 Kelly Strategic Etf Trust

Royal Bank of Canada
Mutual Advisors
Kovitz Investment Group Partners
TMD Wealth Management
Kestra Advisory Services
Ted Buchan & Co
Ohe Financial
BlackDiamond Wealth Management
Capital Management Associates
Carnick & Kubik
Fullcircle Wealth
Tradition Wealth Management
All Season Financial Advisors
LPL Financial
Great Valley Advisor Group

View all funds holding Kelly Strategic Etf Trust