Goss Wealth Management »

Morgan Stanley Direct Le shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $33k 2.0k 16.48
2025-09-30 $32k 2.0k 16.08

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

Top funds holding Morgan Stanley Direct Le

Van Eck Associates Corp.
Generali Asset Management SPA SGR
UBS Group
Rivernorth Capital Management
Muzinich & Co
Altshuler Shaham
Toronto-Dominion Bank
Sumitomo Mitsui Trust Holdings
Americana Partners
American Financial Group
Jane Street
Trexquant Investment
Wells Fargo & Company
Hrt Financial
Franklin Resources

View all funds holding Morgan Stanley Direct Le