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Morgan Stanley shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 142 104.24
2024-06-30 $14k 142 97.19
2024-03-31 $13k 142 94.16

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Select Dividend Etf Etf (DVY)
Capital Southwest Corp Cef (CSWC)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Jefferies Finl Group Stock (JEF)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Superior Group Of Stock (SGC)

View all positions for Redmont Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley