Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

SRC holding history

Spirit Realty Capital, 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of SRC by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−16,600−100.0%	Sold out	Holders
Q2 2022	16,600	$627.0K	0.1%	00.0%	Unchanged	Holders
Q1 2022	16,600	$764.0K	0.1%	+16,600	New	Holders