Ballentine Partners, LLC
CIK Number: 0001374889
5.84B
Market Value
872
# of Holdings
15 months
Avg. Holding Period
33.79%
Win Rate
26.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 279.38 | +1.13% | 5.89M | -0.48% | 1.71B | 154.53 | 29.26% | |
| 2 | iShares Core S&... | 123.61 | +1.14% | 3.52M | +0.21% | 452.38M | 81.21 | 7.75% | |
| 3 | iShares Core MS... | 78.65 | +0.24% | 5.97M | +0.13% | 419.35M | 64.65 | 7.19% | |
| 4 | iShares Core S&... | 567.79 | +1.04% | 372.16K | -0.89% | 219.09M | 207.37 | 3.75% | |
| 5 | iShares Core MS... | 55.76 | +0.12% | 4.17M | -0.33% | 217.77M | 50 | 3.73% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.