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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
2024-03-31 $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 Russell 2000 Value Etf Etf (IWN)
Capital Southwest Corp Cef (CSWC)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Superior Group Of Stock (SGC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Encore Wire Corp Stock (WIRE)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Jefferies Finl Group Stock (JEF)

View all positions for Redmont Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley