Ballentine Partners, LLC
CIK Number: 0001374889
5.84B
Market Value
820
# of Holdings
15 months
Avg. Holding Period
65.82%
Win Rate
23.04%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 298.58 | -0.36% | 5.92M | -0.48% | 1.68B | 154.53 | 28.68% | |
| 2 | Ishares Tr | 73.50 | +0.06% | 5.96M | +3.94% | 465.09M | 64.64 | 7.96% | |
| 3 | Ishares Tr | 132.51 | -0.34% | 3.51M | +7.61% | 440.89M | 81.18 | 7.54% | |
| 4 | Ishares Inc | 52.84 | +0.10% | 4.18M | -1.91% | 240.21M | 50 | 4.11% | |
| 5 | Vanguard Tax-Ma... | 49.90 | +0.03% | 4.32M | +1.57% | 228.13M | 39.45 | 3.90% |
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