Forvis Wealth Advisors, LLC Morgan Stanley Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,031 shares of MS stock, worth $801,086. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,031
Previous 5,108
1.51%
Holding current value
$801,086
Previous $595,000
18.99%
% of portfolio
0.02%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding MS
# of Institutions
2,564Shares Held
1.33BCall Options Held
19.2MPut Options Held
24M-
Mitsubishi Ufj Financial Group Inc377MShares$60 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA119MShares$19 Billion0.28% of portfolio
-
State Street Corp Boston, MA104MShares$16.6 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.4 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$6.14 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 $270B
- 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...