Fountainhead AM »

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

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-09-30 $515k 26k 19.78

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Fs Kkr Capital Corp (FSK)
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
Cliffwater
Van Eck Associates Corp.
Citadel Advisors
Raymond James & Associates
Activest Wealth Management
ASB Consultores
Royal Bank of Canada
Franklin Resources
Hrt Financial
Monashee Investment Management
Marshall Wace
LM Advisors
Stifel Financial
Invesco

View all funds holding Morgan Stanley Direct Le