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Morgan Stanley shares owned by Traverso Chambers Private Wealth Management

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

Historical chart of Traverso Chambers Private Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Traverso Chambers Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 2.2k 93.25

More positions owned by Traverso Chambers Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Traverso Chambers Private Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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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