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SFMG Wealth Advisors’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

SFMG Wealth Advisors’s Portfolio MSDL Stock Details MSDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.84M Buy
258,445
+1,630
+0.6% +$30.5K 0.36% 40
2025
Q1 		$5.13M Buy
256,815
+118,195
+85% +$2.36M 0.4% 37
2024
Q4 		$2.86M Buy
+138,620
New +$2.86M 0.23% 58