MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Soltis Investment Advisors LLC's Holding History (CIK: 0001802530)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,751 Value ($000) $1,198 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 5,428 Value ($000) $863 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 5,348 Value ($000) $753 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,254 Value ($000) $380 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,236 Value ($000) $407 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 2,318 Value ($000) $242 Avg Close $96.90 Range $87.77 - $104.37
Q2 2023
Shares 2,625 Value ($000) $224 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 2,455 Value ($000) $216 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 2,421 Value ($000) $206 Avg Close $76.80 Range $66.82 - $85.98