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Morgan Stanley shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by DiMeo Schneider & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 2.8k 104.24
2024-06-30 $306k 3.1k 97.19
2024-03-31 $303k 3.2k 94.16
2023-12-31 $310k 3.3k 93.25
2023-09-30 $273k 3.3k 81.67

More positions owned by DiMeo Schneider & Associates

Aon Shs Cl A (AON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Cre U S Reit Etf (USRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for DiMeo Schneider & Associates

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