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Morgan Stanley shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 2.2k 104.24
2024-06-30 $214k 2.2k 97.19
2024-03-31 $205k 2.2k 94.16
2022-12-31 $238k 2.8k 85.02
2022-03-31 $232k 2.7k 87.55
2021-12-31 $260k 2.7k 98.11
2021-09-30 $243k 2.5k 97.20
2021-06-30 $229k 2.5k 91.60

More positions owned by Clear Creek Financial Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Clear Creek Financial Management

Top funds holding Morgan Stanley

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Capital Research and Management Company - Division 3
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Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley