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Morgan Stanley shares owned by Centurion Wealth Management

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

Historical chart of Centurion Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 1.7k 158.92
2025-06-30 $238k 1.7k 140.82
2025-03-31 $208k 1.7k 125.76
2024-12-31 $208k 1.7k 125.76
2024-03-31 $207k 2.2k 94.17

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Total Usd (IUSB)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Global X Fds Artificial Etf (AIQ)

View all positions for Centurion Wealth Management

Top funds holding Morgan Stanley

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Capital Research and Management Company - Division 3
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FMR
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Massachusetts Financial Services

View all funds holding Morgan Stanley