Ropes Wealth Advisors LLC Vanguard Total World Stk Index Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 27,448 shares of VT stock, worth $3.09 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
27,448
Previous 35,969
23.69%
Holding current value
$3.09 Million
Previous $3.49 Million
26.69%
% of portfolio
0.5%
Previous 0.58%
Shares
24 transactions
Others Institutions Holding VT
# of Institutions
929Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.68 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$445 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$396 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$306 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$296 Million35.59% of portfolio