Orion Portfolio Solutions »

Morgan Stanley Etf Trust shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 18k 73.34
2024-09-30 $1.4M 19k 71.64
2024-03-31 $1.6M 25k 65.63
2023-12-31 $1.6M 27k 59.48
2023-09-30 $1.3M 25k 53.22

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Anthem (ELV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Fiserv (FI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Air Products & Chemicals (APD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Orion Portfolio Solutions

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Commonwealth Equity Services
O'Brien Wealth Partners
Ogorek Anthony Joseph
Ameriprise Financial
Global Endowment Management
Raymond James Financial
Rossby Financial, LCC
Raymond James Financial Services Advisors
WCG Wealth Advisors
Creative Planning
Sandbox Financial Partners
Gyl Financial Synergies
Colony
Trillium Asset Management Corporation

View all funds holding Morgan Stanley Etf Trust