MorganRosel Wealth Management, LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,174,142 | 236,663 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $9,557,586 | 248,249 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $9,882,418 | 299,558 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $8,596,467 | 275,793 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $8,399,130 | 320,945 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $8,537,182 | 325,226 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $7,408,989 | 319,353 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $6,969,272 | 314,356 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $6,828,302 | 331,471 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $5,656,456 | 306,583 | Shares | Sole | 2023-10-30 |