Ropes Wealth Advisors LLC Ishares Tr North Amern Nat Res Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding IGE
# of Institutions
156Shares Held
7.75MCall Options Held
0Put Options Held
0-
Assetmark, Inc1.1MShares$52.9 Million0.12% of portfolio
-
Morgan Stanley New York, NY842KShares$40.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC654KShares$31.5 Million0.0% of portfolio
-
Citizens & Northern Corp495KShares$23.8 Million5.97% of portfolio
-
Family Firm, Inc.317KShares$15.2 Million3.25% of portfolio