Ropes Wealth Advisors LLC Vanguard Utilities ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
547Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$194 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$185 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$124 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC621KShares$109 Million0.01% of portfolio