MAI Wealth Advisors »

Morgan Stanley Direct Le shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.8M 98k 18.72
2025-03-31 $2.0M 99k 19.96
2024-12-31 $754k 37k 20.66

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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