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Morgan Stanley Etf Trust shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 6.5k 71.64

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Commonwealth Equity Services
O'Brien Wealth Partners
Morgan Stanley
Raymond James Financial Services Advisors
WCG Wealth Advisors
Sandbox Financial Partners
Goldman Sachs Group
Gyl Financial Synergies
RW Investment Management
Sanctuary Advisors
Orion Portfolio Solutions
Cambridge Investment Research Advisors
Raymond James & Associates
Fulcrum Capital

View all funds holding Morgan Stanley Etf Trust