Caliber Wealth Management, Llc / Ks »

Morgan Stanley shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in Morgan Stanley

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All positions including Morgan Stanley held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 1.7k 158.96
2025-06-30 $276k 2.0k 140.86

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Equity Defined P (ZMAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Silver Tr Ishares (SLV)
Select Sector Spdr Tr Technology (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

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