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Morgan Stanley shares owned by Reston Wealth Management

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

Historical chart of Reston Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 1.3k 104.23

More positions owned by Reston Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Reston Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
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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