Mount Yale Investment Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Number of Shares
258,036
Previous 265,426 2.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-7,390 Reduced 2.78%
258,036 $0
Q1 2025

Apr 16, 2025
BUY
N/A
93,880 Added 54.73%
265,426 $0
Q4 2024

Jan 22, 2025
BUY
N/A
171,546 New
171,546 $0
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