Exencial Wealth Advisors, LLC Morgan Stanley Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,089 shares of MS stock, worth $548,171. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,089
Previous 4,202
2.69%
Holding current value
$548,171
Previous $408,000
4.41%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding MS
# of Institutions
2,120Shares Held
1.31BCall Options Held
26.3MPut Options Held
29.4M-
Mitsubishi Ufj Financial Group Inc377MShares$50.6 Billion0.0% of portfolio
-
State Street Corp Boston, MA110MShares$14.8 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA109MShares$14.7 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.3 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$5.5 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $227B
- 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...