Morgan Stanley shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $251k | 1.5k | 164.57 |
| 2023-09-30 | $242k | 3.0k | 81.67 |
| 2023-06-30 | $278k | 3.3k | 85.40 |
| 2023-03-31 | $286k | 3.3k | 87.80 |
| 2022-12-31 | $284k | 3.3k | 85.02 |
| 2022-09-30 | $264k | 3.3k | 79.01 |
| 2022-06-30 | $254k | 3.3k | 76.06 |
| 2022-03-31 | $427k | 4.9k | 87.40 |
| 2021-12-31 | $495k | 5.0k | 98.16 |
| 2021-09-30 | $490k | 5.0k | 97.31 |
| 2021-06-30 | $382k | 4.2k | 91.69 |
| 2021-03-31 | $246k | 3.2k | 77.66 |
More positions owned by Independent Solutions Wealth Management
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