O'Brien Wealth Partners »

Morgan Stanley Etf Trust shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley Etf Trust by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 268k 65.63
2023-12-31 $14M 237k 59.70
2023-09-30 $11M 205k 53.21
2023-06-30 $11M 191k 55.52
2023-03-31 $9.0M 175k 51.14

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Morgan Stanley Etf Trust Calvert Internat (CVIE)

View all positions for O'Brien Wealth Partners

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Commonwealth Equity Services
O'Brien Wealth Partners
Raymond James Financial Services Advisors
Sandbox Financial Partners
Orion Portfolio Solutions
Goldman Sachs Group
Citadel Advisors
Raymond James & Associates
First Pacific Financial
Gemmer Asset Management
Fulcrum Capital
Harbour Investments

View all funds holding Morgan Stanley Etf Trust