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Morgan Stanley Direct Le shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3k 309 13.96

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr State Street Ene (XLE)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Merkkuri Wealth Advisors

Top funds holding Morgan Stanley Direct Le

Morgan Stanley
Van Eck Associates Corp.
Generali Asset Management SPA SGR
UBS Group
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