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Morgan Stanley shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $12k 86 140.86
2025-03-31 $10k 86 116.67
2024-12-31 $11k 86 125.72

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Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

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