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MS SPX 4-24-25 shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of MS SPX 4-24-25 shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in MS SPX 4-24-25

Tip: Access up to 7 years of quarterly data

All positions including MS SPX 4-24-25 held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MS SPX 4-24-25 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 3.6M 1.31
2023-09-30 $4.4M 3.7M 1.20
2023-06-30 $4.5M 3.7M 1.23
2023-03-31 $4.7M 4.1M 1.14
2022-12-31 $4.5M 4.2M 1.06

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iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
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iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding MS SPX 4-24-25

MAI Wealth Advisors

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