Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BALLENTINE PARTNERS LLC 08-06-2024 06-30-2024 1569 5,405,519,156
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PULTE GROUP INC COM 451 $499,634 4,538 0.00 0.00 1,455 47.19 06-30-2024
THOMSON REUTERS CORP. COM 452 $494,417 2,933 0.00 0.00 44 1.52 06-30-2024
EDWARDS LIFESCIENCES CORP COM 453 $493,626 5,344 0.00 0.00 261 5.13 06-30-2024
AVALONBAY CMNTYS INC COM 454 $488,674 2,362 0.00 0.00 1,024 76.53 06-30-2024
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