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Morgan Stanley Direct Le shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth Partners investment in Morgan Stanley Direct Le

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley Direct Le by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 71k 16.08
2025-06-30 $1.3M 71k 18.72
2025-03-31 $1.5M 75k 19.96

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

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