Balanced Rock Investment Advisor MANAGER DIRECTED PORTFOLIOS Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
Number of Shares
412,844
Previous 393,158
5.01%
Holding current value
$3.99 Billion
Previous $3.85 Billion
3.56%
% of portfolio
3.36%
Previous 3.29%