AGF INVTS TR

Ticker: BTAL CUSIP: 00110G408 Class: US MARKET NETRL

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 2,221,703 Value ($000) $35,370 Avg Close — Range —
Q2 2025
Shares 870,936 Value ($000) $15,416 Avg Close — Range —
Q1 2025
Shares 1,809,339 Value ($000) $37,707 Avg Close — Range —
Q4 2024
Shares 1,215,261 Value ($000) $22,458 Avg Close — Range —
Q3 2024
Shares 1,416,938 Value ($000) $27,772 Avg Close — Range —