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Morgan Stanley shares owned by Wipfli Financial Advisors Llc,

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wipfli Financial Advisors Llc, from 13F filings

Historical chart of Wipfli Financial Advisors Llc, investment in Morgan Stanley

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All positions including Morgan Stanley held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.4M 18k 79.00

More positions owned by Wipfli Financial Advisors Llc,

Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wipfli Financial Advisors Llc,

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