Ballentine Partners, LLC Portfolio Holdings
Ballentine Partners, LLC
- $5.81 Billion
- Q3 2024
Ballentine Partners, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.81 Billion distributed in 1674 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.68B, Ishares Tr with a value of $465M, Ishares Core S&P Total U.S. St with a value of $441M, Vanguard Ftse Developed Market with a value of $228M, and Ishares Inc with a value of $224M.
Examining the 13F form we can see an increase of $419M in the current position value, from $5.39B to 5.81B.
Ballentine Partners, LLC is based out at Waltham, MA
Below you can find more details about Ballentine Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,674
- Current Value $5.81 Billion
- Prior Value $5.39 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 137 stocks
- Additional Purchases 450 stocks
- Sold out of 0 stocks
- Reduced holdings in 204 stocks