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Morgan Stanley Direct Le shares owned by Reicon Wealth Advisors

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

Historical chart of Reicon 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 Reicon 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 Reicon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 13k 16.48

More positions owned by Reicon Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Reicon Wealth Advisors

Top funds holding Morgan Stanley Direct Le

Van Eck Associates Corp.
Generali Asset Management SPA SGR
UBS Group
Rivernorth Capital Management
Muzinich & Co
Toronto-Dominion Bank
Sumitomo Mitsui Trust Holdings
Marshall Wace
Americana Partners
Renaissance Technologies
Franklin Resources
Wells Fargo & Company
Millennium Management
Two Sigma Investments
TT Capital Management

View all funds holding Morgan Stanley Direct Le