Bergan Kdv Wealth Management, LLC Morgan Stanley Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,673 shares of MS stock, worth $225,336. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,673
Previous 1,929
13.27%
Holding current value
$225,336
Previous $169,000
15.98%
% of portfolio
0.01%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding MS
# of Institutions
2,122Shares Held
1.31BCall Options Held
26.3MPut Options Held
29.4M-
Mitsubishi Ufj Financial Group Inc377MShares$50.8 Billion0.0% of portfolio
-
State Street Corp Boston, MA110MShares$14.9 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA109MShares$14.7 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.4 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$5.52 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $228B
- 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...