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True Link Financial Advisors’s Morgan Stanley MS Stock Holding History

True Link Financial Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
2,312
+18
+0.8% +$2.54K 0.02% 64
2025
Q1 		$268K Buy
+2,294
New +$268K 0.02% 79