Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overview All 13F holders of BNY Full Q3 2023 holdings

Shares (Q3 2023): 6,372
Value: $271.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2023

Holdings of BNY by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	6,372	$271.8K	0.1%	−1,500−19.1%	Reduced	Holders
Q2 2023	7,872	$350.5K	0.1%	+600+8.3%	Added	Holders
Q1 2023	7,272	$330.4K	0.1%	+7,272	New	Holders