Ropes Wealth Advisors LLC Spdr Nuveen Bloomberg Municipa Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding TFI
# of Institutions
316Shares Held
67.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC17.1MShares$788 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$530 Million0.04% of portfolio
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Betterment LLC New York, NY6.9MShares$318 Million0.82% of portfolio
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Northwestern Mutual Wealth Management CO4.6MShares$212 Million0.19% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$163 Million0.07% of portfolio