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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

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Quarterly reported holdings in Morgan Stanley by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
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