Matrix Advisors Value ETF MS Holdings History
Number of Shares
24,816.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
4.35%
Total Estimate Gain
$379,436.64
% of Total Estimate Gain
11.87%
Matrix Advisors Value ETF's Morgan Stanley Holding Summary
As of 2025-03-31, Matrix Advisors Value ETF held 24,816.00 shares of Morgan Stanley(MS), totaling $2.90 Mil. This investment constitutes 4.35% of their stock portfolio, and Matrix Advisors Value ETF now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and MS's current price of $144.14, Matrix Advisors Value ETF's estimated gain on his MS holdings is $379,436.64, reflecting a 11.87% gain to date.
Matrix Advisors Value ETF MS ($144.14) Holding Chart
Matrix Advisors Value ETF MS ($144.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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