Wealth Plan Partners, LLC Morgan Stanley Transaction History

Wealth Plan Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$81.22 - $91.12 $2,599 - $2,915	32 Added 5.6%	603 $51.5 Million
Q1 2023 May 10, 2023	BUY	$83.95 - $100.83 $47,935 - $57,573	571 New	571 $50.2 Million
Q3 2018 Nov 21, 2018	SELL	$46.57 - $51.05 $202,300 - $221,761	-4,344 Closed	0 $0
Q2 2018 Aug 16, 2018	SELL	$47.19 - $55.22 $114,860 - $134,405	-2,434 Reduced 35.91%	4,344 $206,000
Q1 2018 May 16, 2018	BUY	$51.79 - $58.91 $351,032 - $399,291	6,778 New	6,778 $366,000

2,089

1.33B

26.6M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $202B
Description
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...

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