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Blake Schutter Theil Wealth Advisors’s Morgan Stanley MS Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$712K Hold
5,053
– – 0.81% 34
2025
Q1 		$590K Hold
5,053
– – 0.67% 43
2024
Q4 		$635K Buy
5,053
+7
+0.1% +$880 0.67% 35
2024
Q3 		$526K Buy
+5,046
New +$526K 0.38% 75