Morgan Stanley shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Morgan Stanley by Alta Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $222k | 2.4k | 94.16 |
2022-09-30 | $236k | 3.0k | 78.98 |
2022-06-30 | $219k | 2.8k | 77.17 |
2022-03-31 | $248k | 2.8k | 87.39 |