Kovitz Investment Group Partners, LLC's ownership history for WFC

Kovitz Investment Group Partners, LLC currently holds 261.6K shares with a market value of $21.9M. It started holding WFC on 2024-09-30. At its peak, it held 300.2K shares on 2025-06-30. Its highest holding value was $24.1M on 2025-06-30. At its lowest, it held 226.0K shares on 2024-12-31, with a value of $12.7M on 2024-09-30. In the recent 180 days, Kovitz Investment Group Partners, LLC has increased its shares by 1.9K. In the recent year, Kovitz Investment Group Partners, LLC has decreased its shares by 7.5K.

It has also owned 145 contracts of puts, with the market value of the underlying securities totaling $2.2K on 2024-12-31. At its peak, it held 145 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $2.2K on 2024-12-31. At its lowest, it held 145 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $2.2K on 2024-12-31.