JFS Wealth Advisors »

Morgan Stanley Direct Le shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Direct Le held by JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $47 3 15.67

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Generali Asset Management SPA SGR
UBS Group
Van Eck Associates Corp.
Rivernorth Capital Management
Two Sigma Investments
Muzinich & Co
Russell Investments
Altshuler Shaham
American Financial Group
Toronto-Dominion Bank
DG Capital Management
Sumitomo Mitsui Trust Holdings
Wells Fargo & Company
Ares Management

View all funds holding Morgan Stanley Direct Le