Ep Wealth Advisors, LLC Morgan Stanley Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 24,497 shares of MS stock, worth $2.74 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
24,497
Previous 22,123
10.73%
Holding current value
$2.74 Million
Previous $2.31 Million
33.52%
% of portfolio
0.03%
Previous 0.02%
Shares
26 transactions
Others Institutions Holding MS
# of Institutions
2,383Shares Held
1.33BCall Options Held
22.7MPut Options Held
30.7M-
Mitsubishi Ufj Financial Group Inc377MShares$42.1 Billion0.0% of portfolio
-
State Street Corp Boston, MA111MShares$12.4 Billion0.57% of portfolio
-
Vanguard Group Inc Valley Forge, PA110MShares$12.3 Billion0.25% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$9.42 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$4.58 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 $189B
- 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...