Ownership history in OSAIC HOLDINGS, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which OSAIC HOLDINGS, INC. reported a position in MORGAN STANLEY ETF TRUST (PAPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 69,825 | +15,013 | +27.4% | 0.00% | $1.8M | $25.48 |
| 2025 Q3 | ADDED | 54,812 | +30,141 | +122.2% | 0.00% | $1.4M | $25.28 |
| 2025 Q2 | REDUCED | 24,671 | -7,777 | -24.0% | 0.00% | $645K | $24.06 |
| 2025 Q1 | ADDED | 32,448 | +20,392 | +169.1% | 0.00% | $861K | $24.75 |
| 2024 Q4 | UNCHANGED | 12,056 | — | 0% | 0.00% | $328K | $23.97 |
| 2024 Q3 | ADDED | 12,056 | +4,655 | +62.9% | 0.00% | $328K | $24.55 |
| 2024 Q2 | ADDED | 7,401 | +2,526 | +51.8% | 0.00% | $191K | $22.93 |
| 2024 Q1 | INITIATED | 4,875 | — | — | 0.00% | $132K | — |
As of 2025 Q4 — sorted by position size