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Advisor Partners II, LLC

SEC CIK
0001954015
Latest filing
Oct 26, 2023

MS holding history

Morgan Stanley in every 13F filed by Advisor Partners II, 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 2023 holdings

Shares (Q3 2023)
64,125
Value
$5.24M
% of portfolio
0.2%
Quarters held
5
Since Q3 2022
Holdings of MS by Advisor Partners II, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202364,125$5.24M0.2%−80−0.1%ReducedHolders
Q2 202364,205$5.48M0.3%+1,866+3.0%AddedHolders
Q1 202362,339$5.47M0.3%+1,837+3.0%AddedHolders
Q4 202260,502$5.14M0.3%+5,904+10.8%AddedHolders
Q3 202254,598$4.31M0.3%–No prior filingHolders