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Morgan Stanley shares owned by LeClair Wealth Partners

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

Historical chart of LeClair Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by LeClair Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $599k 3.6k 164.59

More positions owned by LeClair Wealth Partners

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Victory Portfolios Ii Core Intermediat (UITB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for LeClair Wealth Partners

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