Pension & Wealth Management Advisors »

Morgan Stanley Direct Le shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 96k 15.12
2026-03-31 $966k 69k 13.96
2025-12-31 $90k 5.5k 16.48
2025-09-30 $23k 1.4k 16.08

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Morgan Stanley Direct Le

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

View all funds holding Morgan Stanley Direct Le