Ballentine Partners, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.81 Billion distributed in 1943 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 $1.71B, Ishares Core S&P Total U.S. St with a value of $452M, Ishares Tr with a value of $419M, Ishares Inc with a value of $224M, and Ishares Core S&P 500 ETF with a value of $219M.
Examining the 13F form we can see an increase of $2.61M in the current position value, from $5.81B 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.
