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Morgan Stanley shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 255 94.16
2023-12-31 $24k 255 93.25

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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Msci Emrg Chn (EMXC)
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Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley