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Morgan Stanley shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $428k 3.4k 125.72
2024-09-30 $452k 4.3k 104.24

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Wal-Mart Stores (WMT)
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
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Alps Etf Tr Alerian Mlp (AMLP)
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Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
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View all positions for Reuter James Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
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Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
FMR
Fisher Investments
UBS Group
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Morgan Stanley