Cassady Schiller Wealth Management, LLC Morgan Stanley Transaction History

Cassady Schiller Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$81.65 - $94.67 $3,102 - $3,597	38 New	38 $3,000
Q4 2022 Feb 13, 2023	BUY	$75.3 - $93.04 $23,192 - $28,656	308 New	308 $26,000
Q1 2022 May 12, 2022	SELL	$83.31 - $108.73 $2,749 - $3,588	-33 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$94.82 - $104.66 $3,129 - $3,453	33 New	33 $3,000

2,089

1.33B

26.6M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $202B
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...

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