GFA
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Grunden Financial Advisory’s Morgan Stanley MS Stock Holding History

Grunden Financial Advisory’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Hold
1,740
– – 0.11% 28
2025
Q1 		$203K Hold
1,740
– – 0.1% 25
2024
Q4 		$219K Buy
+1,740
New +$219K 0.11% 26