Bordeaux Wealth Advisors LLC Morgan Stanley Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 2,119 shares of MS stock, worth $282,060. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,119
Previous 2,497
15.14%
Holding current value
$282,060
Previous $313,000
15.02%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MS
# of Institutions
2,381Shares Held
1.33BCall Options Held
22.7MPut Options Held
30.7M-
Mitsubishi Ufj Financial Group Inc377MShares$50.2 Billion0.0% of portfolio
-
State Street Corp Boston, MA111MShares$14.8 Billion0.57% of portfolio
-
Vanguard Group Inc Valley Forge, PA110MShares$14.7 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.2 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$5.46 Billion0.42% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $225B
- 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...