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Morgan Stanley shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Morgan Stanley

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All positions including Morgan Stanley held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 2.5k 158.99
2025-06-30 $280k 2.0k 140.83
2025-03-31 $239k 2.0k 116.66
2024-12-31 $259k 2.1k 125.72

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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View all positions for Guardian Wealth Advisors, Llc / Nc

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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View all funds holding Morgan Stanley