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Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

MS holding history

Morgan Stanley in every 13F filed by Burt Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q3 2025 holdings

Shares (Q3 2025)
1,505
Value
$239.2K
% of portfolio
0.1%
Quarters held
2
Since Q2 2025
Holdings of MS by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,505$239.2K0.1%00.0%UnchangedHolders
Q2 20251,505$212.0K<0.1%+1,505NewHolders