Morgan Stanley shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Aurum Wealth Management Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $417k | 4.5k | 93.25 |
2023-09-30 | $387k | 4.7k | 81.67 |
2023-06-30 | $409k | 4.8k | 85.40 |
2023-03-31 | $464k | 5.3k | 87.80 |
2022-12-31 | $373k | 4.4k | 85.02 |
2022-09-30 | $363k | 4.6k | 78.96 |
2022-06-30 | $319k | 4.2k | 76.12 |
2022-03-31 | $397k | 4.5k | 87.31 |
2021-12-31 | $401k | 4.1k | 98.09 |
2021-09-30 | $459k | 4.7k | 97.37 |
2021-06-30 | $422k | 4.6k | 91.64 |
2021-03-31 | $368k | 4.7k | 77.67 |
More positions owned by Aurum Wealth Management Group
View all positions for Aurum Wealth Management Group