Kovitz Investment Group Partners »

First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw unconstrai by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 162k 25.13

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 First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
UBS Group
Bank of America Corporation
Harbour Investments
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Ameriprise Financial
HighTower Advisors
Branch Banking & Trust Company
Wagner Wealth Management
Advisor Group Holdings
Aptus Capital Advisors
Commonwealth Equity Services
Apollon Wealth Management

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai