Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROPES WEALTH ADVISORS LLC | 10-19-2023 | 09-30-2023 | 252 | 515,285,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 51 | $2,557,559 | 27,448 | 0.00 | 0.00 | -9,978 | -26.66 | 09-30-2023 |
| ELI LILLY & CO | COM | 52 | $2,494,969 | 4,645 | 0.00 | 0.00 | -479 | -9.35 | 09-30-2023 |
| ISHARES TR | RUS MID CAP ETF | 53 | $2,493,623 | 36,009 | 0.00 | 0.00 | -3,781 | -9.50 | 09-30-2023 |
| LOWES COS INC | COM | 54 | $2,450,809 | 11,792 | 0.00 | 0.00 | -437 | -3.57 | 09-30-2023 |
