Kingswood Wealth Advisors, LLC Morgan Stanley Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,785 shares of MS stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,785
Previous 8,750
11.03%
Holding current value
$1.04 Million
Previous $1.1 Billion
17.54%
% of portfolio
0.03%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding MS
# of Institutions
2,397Shares Held
1.33BCall Options Held
17.1MPut Options Held
28.9M-
Mitsubishi Ufj Financial Group Inc377MShares$50.5 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$15.8 Billion0.26% of portfolio
-
State Street Corp Boston, MA107MShares$14.4 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.3 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$5.17 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...