A detailed history of Ruedi Wealth Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 221 shares of MS stock, worth $29,538. This represents 0.01% of its overall portfolio holdings.

Number of Shares
221
Previous 248 10.89%
Holding current value
$29,538
Previous $24.1 Million 4.42%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$92.07 - $106.96 $2,485 - $2,887
-27 Reduced 10.89%
221 $23 Million
Q2 2024

Jul 17, 2024

BUY
$86.19 - $101.53 $4,568 - $5,381
53 Added 27.18%
248 $24.1 Million
Q1 2024

May 06, 2024

BUY
$83.9 - $94.16 $16,360 - $18,361
195 New
195 $18.4 Million

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 $226B
  • 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 Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. 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 Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.