A detailed history of Golden State Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,680 shares of MS stock, worth $375,039. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,680
Holding current value
$375,039
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$104.42 - $134.99 $279,845 - $361,773
2,680 New
2,680 $337 Million
Q2 2020

Aug 11, 2020

SELL
$31.62 - $50.4 $1,296 - $2,066
-41 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$27.81 - $57.51 $1,140 - $2,357
41 New
41 $1,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $237B
  • 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...
More about MS
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.