Prevail Innovative Wealth Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Number of Shares
59,766
Previous 55,751 7.2%
Holding current value
$3.07 Billion
Previous $2.85 Billion 7.78%
% of portfolio
0.6%
Previous 0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
4,015 Added 7.2%
59,766 $3.07 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
55,751 New
55,751 $2.85 Billion
Track This Portfolio

Track Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email