Financial Synergies Wealth Advisors, Inc. Morgan Stanley Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$83.9 - $94.16 $587 - $659	7 Added 11.11%	70 $6.59 Million
Q4 2023 Apr 04, 2024	SELL	$70.4 - $93.66 $492 - $655	-7 Reduced 10.0%	63 $5.36 Million
Q2 2023 Apr 04, 2024	SELL	$81.22 - $91.12 $1,380 - $1,549	-17 Reduced 19.54%	70 $5.98 Million
Q1 2023 Apr 04, 2024	BUY	$83.95 - $100.83 $2,014 - $2,419	24 Added 38.1%	87 $7.64 Million
Q4 2022 Apr 04, 2024	BUY	$75.3 - $93.04 $4,743 - $5,861	63 New	63 $5.36 Million

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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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