Morgan Stanley shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $879k | 7.0k | 125.75 |
| 2024-09-30 | $685k | 6.6k | 104.25 |
| 2024-06-30 | $306k | 3.1k | 97.33 |
| 2022-03-31 | $1.4M | 14k | 98.15 |