Morgan Stanley shares owned by Financial Life Planners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Financial Life Planners
from 13F filings
Historical chart of Financial Life Planners investment in Morgan Stanley
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All positions including Morgan Stanley held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Financial Life Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 899 | 159.03 |
| 2025-03-31 | $104k | 887 | 116.68 |
| 2024-12-31 | $111k | 882 | 125.59 |