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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
2025-03-31 $519k 7.5k 68.94
2024-12-31 $559k 7.5k 74.21
2024-09-30 $467k 6.5k 71.64

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Perigon Wealth Management

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Sontag Advisory
Commonwealth Equity Services
Ameriprise Financial
Mercer Global Advisors
O'Brien Wealth Partners
Ogorek Anthony Joseph
Rossby Financial, LCC
LongView Asset Management
Raymond James Financial
CWM
Joel Adams & Associates
Sandbox Financial Partners
Global Endowment Management
Creative Planning

View all funds holding Morgan Stanley Etf Trust