Activest Wealth Management »

Morgan Stanley Direct Le shares owned by Activest Wealth Management

Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by Activest Wealth Management 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 Direct Le by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 125k 16.08
2025-06-30 $3.2M 172k 18.72
2025-03-31 $3.1M 155k 19.96
2024-12-31 $3.4M 164k 20.66
2024-09-30 $1.6M 81k 19.78

More positions owned by Activest Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Activest Wealth Management

Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Van Eck Associates Corp.
Generali Asset Management SPA SGR
Rivernorth Capital Management
UBS Group
Muzinich & Co
Toronto-Dominion Bank
Marshall Wace
Americana Partners
Renaissance Technologies
Sumitomo Mitsui Trust Holdings
Franklin Resources
Wells Fargo & Company
Millennium Management
Two Sigma Investments

View all funds holding Morgan Stanley Direct Le