Morgan Stanley
MARZ icon

Morgan Stanley’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Morgan Stanley’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$30 – 7917
2023
Q4 		$30 Buy
+1
New +$28 ﹤0.01% 7616

Other funds holding MARZ

Access Financial Services
Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Pineridge Advisors
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's MARZ Position: Q1 2024 in Review

Morgan Stanley sold out of TrueShares Structured Outcome March ETF (MARZ) in Q1 2024, closing a stake of 1 share — an estimated $30 sold.

Morgan Stanley first reported a position in MARZ in Q4 2023 and held it in 1 quarter. The position peaked at $30 in Q4 2023. 11 funds tracked by Wall St. Rank hold MARZ as of Q1 2024.

  • Morgan Stanley reported no remaining TrueShares Structured Outcome March ETF position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 1 TrueShares Structured Outcome March ETF share in Q1 2024, an estimated $30.
  • Morgan Stanley first reported a position in TrueShares Structured Outcome March ETF in Q4 2023 and held it in 1 quarter.
  • Morgan Stanley's TrueShares Structured Outcome March ETF position peaked at $30 in Q4 2023.
  • 11 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.