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Morgan Stanley Etf Trust shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVIE) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 3.0k 68.23

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View all positions for Collaborative Wealth Managment

Top funds holding Morgan Stanley Etf Trust

Commonwealth Equity Services
Sontag Advisory
Rossby Financial, LCC
Ameriprise Financial
Pensionmark Financial Group
LongView Asset Management
O'Brien Wealth Partners
Mercer Global Advisors
D. J. St. Germain
Gateway Wealth Partners
Archer Investment Management
EP Wealth Advisors
Raymond James Financial
Northwestern Mutual Wealth Management Company
Modern Wealth Management

View all funds holding Morgan Stanley Etf Trust