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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

TRU holding history

TransUnion 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.

TRU overviewAll 13F holders of TRUFull Q3 2023 holdings

Shares (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of TRU by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−1,895−100.0%Sold outHolders
Q2 20211,895$208.0K<0.1%+1,895NewHolders