WPA
MS icon

Wealth Preservation Advisors’s Morgan Stanley MS Stock Holding History

Wealth Preservation Advisors’s Portfolio MS Stock Details MS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$470K Sell
3,338
-236
-7% -$33.2K 0.29% 45
2025
Q1 		$417K Buy
+3,574
New +$417K 0.3% 46