Msci shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Msci
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All positions including Msci held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Msci by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 546 | 567.40 |
| 2025-06-30 | $323k | 560 | 577.20 |
| 2025-03-31 | $366k | 647 | 565.56 |
| 2024-12-31 | $427k | 711 | 600.37 |
| 2024-09-30 | $417k | 716 | 582.94 |
| 2024-06-30 | $279k | 580 | 481.40 |
| 2023-12-31 | $218k | 385 | 565.20 |
| 2023-09-30 | $202k | 394 | 513.45 |
| 2023-06-30 | $265k | 565 | 469.29 |
| 2023-03-31 | $348k | 621 | 559.54 |
| 2022-12-31 | $285k | 612 | 465.44 |
| 2022-03-31 | $352k | 699 | 503.58 |
| 2021-12-31 | $703k | 1.1k | 612.57 |
| 2021-09-30 | $709k | 1.2k | 608.25 |
| 2021-06-30 | $640k | 1.2k | 532.89 |
| 2021-03-31 | $518k | 1.2k | 419.43 |
| 2020-12-31 | $666k | 1.5k | 446.38 |
| 2020-09-30 | $550k | 1.5k | 356.68 |
| 2020-06-30 | $546k | 1.6k | 333.95 |
| 2020-03-31 | $529k | 1.8k | 288.91 |