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Morgan Stanley Perp 4.25 P shares owned by Atlas Wealth

Quarter-by-quarter ownership of Morgan Stanley Perp 4.25 P (MS.PO) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Morgan Stanley Perp 4.25 P

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All positions including Morgan Stanley Perp 4.25 P held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Perp 4.25 P by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $613k 33k 18.44
2025-06-30 $462k 27k 17.42
2025-03-31 $684k 38k 17.93
2024-12-31 $429k 23k 18.41
2024-09-30 $404k 20k 20.70

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First Trust Rba American Industrial Renaissance Etf Exchange Traded Funds (Country Baskets/iShares) .. (AIRR)
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Capital One Financial Corporation. 4.375 Dep Pfd L Preferred Stock (COF.PL)
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Avantis U.s. Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUS)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)
Slm Corporation Pfd Ser B Preferred Stock (SLMBP)
Goldman Sachs Group, Incorporated. Pfd A 1/1000 Preferred Stock (GS.PA)

View all positions for Atlas Wealth

Top funds holding Morgan Stanley Perp 4.25 P

Atlas Wealth
Pnc Financial Services
Thompson Investment Management
Nbc Securities

View all funds holding Morgan Stanley Perp 4.25 P