Morgan Stanley Direct Le shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley Direct Le (MSDL) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Morgan Stanley Direct Le
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Quarterly reported holdings in Morgan Stanley Direct Le by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 259k | 16.08 |
| 2025-06-30 | $4.8M | 258k | 18.72 |
| 2025-03-31 | $5.1M | 257k | 19.96 |
| 2024-12-31 | $2.9M | 139k | 20.66 |