Skip to main content

Platte River Wealth Advisors, LLC

SEC CIK
0001802013
Latest filing
Oct 7, 2024

MS holding history

Morgan Stanley in every 13F filed by Platte River Wealth Advisors, LLC, 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 2024 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of MS by Platte River Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−2,655−100.0%Sold outHolders
Q4 20232,655$247.6K0.1%−1,340−33.5%ReducedHolders
Q3 20233,995$326.3K0.1%+132+3.4%AddedHolders
Q2 20233,863$329.9K0.1%00.0%UnchangedHolders
Q1 20233,863$339.2K0.1%−67−1.7%ReducedHolders
Q4 20223,930$334.1K0.1%00.0%UnchangedHolders
Q3 20223,930$311.0K0.1%00.0%UnchangedHolders
Q2 20223,930$299.0K0.1%−2,950−42.9%ReducedHolders
Q1 20226,880$601.0K0.2%−530−7.2%ReducedHolders
Q4 20217,410$785.0K0.3%+1,010+15.8%AddedHolders
Q3 20216,400$623.0K0.2%+395+6.6%AddedHolders
Q2 20216,005$551.0K0.2%+2,180+57.0%AddedHolders
Q1 20213,825$307.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.