A detailed history of Center For Financial Planning, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 150 shares of MS stock, worth $20,203. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$20,203
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$86.19 - $101.53 $14,048 - $16,549
-163 Reduced 52.08%
150 $14,000
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $13,675 - $15,348
163 Added 108.67%
313 $29,000
Q4 2023

Jan 29, 2024

SELL
$70.4 - $93.66 $3,520 - $4,683
-50 Reduced 25.0%
150 $13,000
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $16,244 - $18,224
200 New
200 $17,000
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $1,991 - $2,197
21 New
21 $2,000

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 $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...
More about MS
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, 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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.