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Morgan Stanley shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.0k 56 143.18

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First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

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