Morgan Stanley shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 7.2k | 81.67 |
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