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Morgan Stanley Direct Le shares owned by Fountainhead AM

Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by Fountainhead AM from 13F filings

Historical chart of Fountainhead AM investment in Morgan Stanley Direct Le

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All positions including Morgan Stanley Direct Le held by Fountainhead AM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Direct Le by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-09-30 $950k 59k 16.08
2025-06-30 $1.1M 59k 18.72
2025-03-31 $1.2M 59k 19.96
2024-12-31 $553k 27k 20.66
2024-09-30 $515k 26k 19.78

More positions owned by Fountainhead AM

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

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