LifeWealth Investments »

Morgan Stanley shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 1.7k 158.99
2025-06-30 $239k 1.7k 140.86

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Capitol Ser Tr Sterling Cap Enh (SCEC)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mdcp Val Etf (IWS)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for LifeWealth Investments

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley