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Morgan Stanley shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 2.0k 104.24

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Wealth Alliance Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
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