Kolinsky Wealth Management, LLC

SEC CIK: 0001904326
Latest filing: Feb 18, 2025

SEC filings (opens in a new tab)

MS holding history

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

MS overview All 13F holders of MS Full Q4 2024 holdings

Shares (Q4 2024): 1,952
Value: $245.4K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2021

Holdings of MS by Kolinsky Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	1,952	$245.4K	0.2%	+1,952	New	Holders
Q2 2022	0	$0	0.0%	−2,620−100.0%	Sold out	Holders
Q1 2022	2,620	$229.0K	0.2%	+71+2.8%	Added	Holders
Q4 2021	2,549	$250.0K	0.2%	–	No prior filing	Holders