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Morgan Stanley Direct Le shares owned by Kingswood Wealth Advisors

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

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

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

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Quarterly reported holdings in Morgan Stanley Direct Le by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $671k 31k 21.85
2024-03-31 $402k 19k 21.55

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Top funds holding Morgan Stanley Direct Le

Cliffwater
Van Eck Associates Corp.
Citadel Advisors
Monashee Investment Management
UBS Group
Stifel Financial
Kingswood Wealth Advisors
Raymond James & Associates
Penserra Capital Management
HighTower Advisors
Wells Fargo & Company
Morgan Stanley
Quadrature Capital
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding Morgan Stanley Direct Le