A detailed history of Cherry Tree Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 112 shares of MS stock, worth $14,507. This represents 0.0% of its overall portfolio holdings.

Number of Shares
112
Previous 19 489.47%
Holding current value
$14,507
Previous $1.79 Million 508.16%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 06, 2024

BUY
$86.19 - $101.53 $8,015 - $9,442
93 Added 489.47%
112 $10.9 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $1,478 - $1,966
-21 Reduced 52.5%
19 $1.77 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $163 - $189
-2 Reduced 4.76%
40 $3.27 Million
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $3,411 - $3,827
42 New
42 $3.55 Million

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 $219B
  • 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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.