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Morgan Stanley shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 1.4k 159.07
2025-06-30 $200k 1.4k 140.96
2021-03-31 $51k 660 77.27

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Series Trust SPDR S&P1500VL (VLU)
Ishares Tr U S Equity Factr (LRGF)

View all positions for ShoreHaven Wealth Partners

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