A detailed history of Aj Wealth Strategies, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 4,581 shares of MS stock, worth $478,851. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,581
Previous 4,409 3.9%
Holding current value
$478,851
Previous $387,000 1.03%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$81.22 - $91.12 $13,969 - $15,672
172 Added 3.9%
4,581 $391,000
Q1 2023

Apr 28, 2023

BUY
$83.95 - $100.83 $755 - $907
9 Added 0.2%
4,409 $387,000
Q1 2021

May 06, 2021

BUY
$67.05 - $84.34 $90,517 - $113,859
1,350 Added 44.26%
4,400 $342,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $144,143 - $209,016
3,050 New
3,050 $209,000

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 $177B
  • 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
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