Morgan Stanley shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 14k | 177.53 |
| 2025-09-30 | $2.2M | 14k | 158.96 |
| 2025-06-30 | $1.9M | 14k | 140.86 |
| 2025-03-31 | $1.6M | 14k | 116.67 |
| 2024-12-31 | $1.7M | 14k | 125.72 |