Creative Planning’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,934
Closed -$318K 3667
2025
Q1
$318K Buy
+15,934
New +$318K ﹤0.01% 2693