Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

DTE holding history

Dte Energy Co 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of DTE by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−10,909−100.0%	Sold out	Holders
Q3 2022	10,909	$1.25M	0.3%	00.0%	Unchanged	Holders
Q2 2022	10,909	$1.38M	0.3%	00.0%	Unchanged	Holders
Q1 2022	10,909	$1.44M	0.2%	+10,909	New	Holders