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
-2
Closed -$60 – 7919
2023
Q4 		$60 Buy
+2
New +$56 ﹤0.01% 7616

Other funds holding MARZ

AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 2 shares — an estimated $60 sold.

Morgan Stanley first reported a position in MARZ in Q4 2023 and held it in 1 quarter. The position peaked at $60 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 2 TrueShares Structured Outcome March ETF shares in Q1 2024, an estimated $60.
  • 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 $60 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.