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 $3.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
27,448
Previous 35,969
23.69%
Holding current value
$3.18 Million
Previous $3.49 Million
26.69%
% of portfolio
0.5%
Previous 0.58%
Shares
24 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.6MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio