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Series Portfolios Tr shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in Series Portfolios Tr

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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
2024-03-31 $131k 5.2k 25.50
2023-09-30 $5.1M 200k 25.31

More positions owned by Morgan Stanley

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)

View all positions for Morgan Stanley

Top funds holding Series Portfolios Tr

AE Wealth Management
Bienville Capital Management
Jane Street
Schechter Investment Advisors
Black Swift Group
Centennial Wealth Advisory
Valeo Financial Advisors
Mid-American Wealth Advisory Group
Lloyd Advisory Services
Branch Banking & Trust Company
Authentikos Wealth Advisory
Envestnet Asset Management
Morgan Stanley
Royal Bank of Canada
Nordwand Advisors

View all funds holding Series Portfolios Tr