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Morgan Stanley Etf Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Etf Trust by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 51k 73.35
2024-09-30 $3.6M 50k 71.63
2024-06-30 $3.4M 50k 67.87

More positions owned by WCG Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Amazon (AMZN)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dbx Etf Tr Xtrackers S&p (SNPE)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for WCG Wealth Advisors

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