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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MS-PL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MS-PL Position History
Morgan Stanley
Quarters held
5
Latest value
$110.6M
Q3 2026
Peak value
$182.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $152.8M |
| Q4 2025 | $182.5M |
| Q1 2026 | $92.8M |
| Q2 2026 | $130.3M |
| Q3 2026 | $110.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $110.6M | 732.9K | — | — |
| Q2 2026 | $130.3M | 730.1K | — | — |
| Q1 2026 | $92.8M | 699.7K | — | — |
| Q4 2025 | $182.5M | 971.5K | — | — |
| Q3 2025 | $152.8M | 979.9K | — | — |
Other funds holding MS-PL
$20.8B
$20.8B
$19.1B
$18.4B
$16.7B
$16.4B
$15.9B