Position history for Kovitz Investment Group Partners, LLC's holdings in VALUED ADVISERS TR
Kovitz Investment Group Partners, LLC previously held 0 shares of EQTY (VALUED ADVISERS TR), worth $0 as of 2025-Q4.
Final Value
$0
Final Shares
0
Total Value Change
-$973.6M
Total Shares Change
-44.9M
Other major holders of EQTY: Focus Partners Wealth, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ROYAL BANK OF CANADA
Exited |
| 0 |
-100.0% |
| $0 |
| 0.0% |
| $27.17 |
0 |
| 2025-Q3 | Decreased | 45.7M | -0.0% | $1.2B | 4.6% | $25.62 | 0 |
| 2025-Q2 | Decreased | 45.7M | -0.1% | $1.1B | 4.9% | $24.90 | 0 |
| 2025-Q1 | Increased | 45.8M | +0.1% | $1.1B | 5.3% | $23.10 | 62 |
| 2024-Q4 | Decreased | 45.8M | -0.2% | $1.1B | 5.3% | $23.84 | 0 |
| 2024-Q3 | Increased | 45.9M | +2.0% | $1.1B | 7.6% | $23.14 | 63 |
| 2024-Q2 | Increased | 44.9M | +1.7% | $973.6M | 8.3% | $21.59 | 63 |