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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

DFP holding history

Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 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.

DFP overviewAll 13F holders of DFPFull Q3 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of DFP by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−18,294−100.0%Sold outHolders
Q3 202218,294$347.0K0.1%+18,294NewHolders