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Series Portfolios Tr shares owned by Morgan Stanley

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $43 1 43.00

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Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Stephens
Mather Group
Ankerstar Wealth
SHP Wealth Management
West Michigan Advisors
Davis Investment Partners
TD Waterhouse Canada
Money Concepts Capital Corp
Accel Wealth Management
SeaCrest Wealth Management
Worth Asset Management
Private Advisor

View all funds holding Series Portfolios Tr