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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
2024-06-30 $3.4M 50k 67.87

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American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dbx Etf Tr Xtrackers S&p (SNPE)
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Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for WCG Wealth Advisors

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
Raymond James & Associates
Fulcrum Capital
Pathway Financial Advisors
RW Investment Management
First Pacific Financial
Perigon Wealth Management

View all funds holding Morgan Stanley Etf Trust