Ballentine Partners, LLC
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $264,793 | 12,180 | Shares | Other | 2026-02-03 |
| 2025-06-30 | $277,853 | 12,769 | Shares | Other | 2025-07-15 |
| 2025-03-31 | $317,115 | 14,500 | Shares | Other | 2025-05-01 |
| 2024-12-31 | $320,023 | 14,448 | Shares | Other | 2025-01-16 |
| 2024-09-30 | $345,085 | 12,838 | Shares | Other | 2024-10-23 |
| 2024-06-30 | $295,014 | 12,012 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $359,591 | 14,582 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $277,153 | 11,829 | Shares | Sole | 2024-01-23 |