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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

DRI holding history

Darden Restaurants 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.

DRI overviewAll 13F holders of DRIFull Q3 2023 holdings

Shares (Q3 2023)
1,980
Value
$283.6K
% of portfolio
0.1%
Quarters held
5
Since Q3 2022
Holdings of DRI by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20231,980$283.6K0.1%−31−1.5%ReducedHolders
Q2 20232,011$336.0K0.1%+49+2.5%AddedHolders
Q1 20231,962$304.4K0.1%+11+0.6%AddedHolders
Q4 20221,951$269.9K<0.1%+41+2.1%AddedHolders
Q3 20221,910$241.0K0.1%+1,910NewHolders