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Morgan Stanley shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 182 94.16
2023-12-31 $17k 182 93.25
2023-09-30 $15k 182 81.67

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley