Wealth Enhancement Advisory Services »

Morgan Stanley shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $92M 948k 97.19
2024-03-31 $88M 939k 94.16
2023-12-31 $84M 904k 93.25
2023-09-30 $86M 1.0M 81.67
2023-06-30 $301k 3.5k 85.41
2023-03-31 $9.7M 110k 87.80
2021-09-30 $1.4M 14k 103.50
2020-03-31 $1.9M 47k 39.78
2017-03-31 $1.3M 30k 42.26
2016-12-31 $838k 20k 42.24
2016-06-30 $1.2M 48k 25.97
2016-03-31 $1.0M 41k 24.77
2015-12-31 $892k 28k 31.80
2015-09-30 $791k 24k 32.99
2015-06-30 $778k 20k 38.77
2015-03-31 $690k 19k 35.70
2014-12-31 $649k 17k 38.82