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Company Main View
Name:
Ballentine Capital Advisors Inc
City:
GREENVILLE
State:
SC
Zip:
29615
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$181,966,000
Total Value Change :
$11,799,000
Securities Held Change :
1
All Securities Held :
31
New Positions
:
2
Closed Positions
:
1
Increased Positions
:
13
Unchanged Positions
:
8
Decreased Positions
:
8
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
New Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
DFAS
Dimensional U S Small Cap Etf
10
New
$59.95
$6,526,000
105,740
3.59%
6,526,000
105,740
0.117
N/A
VTI
Vanguard Total Stock Market...
31
New
$262.95
$202,000
779
0.11%
202,000
779
0
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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