Morgan Stanley shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Pacific Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $22k | 212 | 104.24 |
2024-06-30 | $18k | 181 | 97.19 |
2024-03-31 | $17k | 181 | 94.16 |
2023-12-31 | $9.3k | 100 | 93.25 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors