A detailed history of Invenio Wealth Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 2,778 shares of MS stock, worth $342,916. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,778
Previous 2,688 3.35%
Holding current value
$342,916
Previous $261 Million 10.84%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$92.07 - $106.96 $8,286 - $9,626
90 Added 3.35%
2,778 $290 Million
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $5,257 - $6,193
61 Added 2.32%
2,688 $261 Million
Q1 2024

May 09, 2024

BUY
$83.9 - $94.16 $7,047 - $7,909
84 Added 3.3%
2,627 $247 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $179,027 - $238,177
2,543 New
2,543 $237 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 $209B
  • 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
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