Mark Sheptoff Financial Planning, LLC Morgan Stanley Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 96 shares of MS stock, worth $12,197. This represents 0.01% of its overall portfolio holdings.
Number of Shares
96
Previous 496
80.65%
Holding current value
$12,197
Previous $62,000
82.26%
% of portfolio
0.01%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding MS
# of Institutions
2,385Shares Held
1.33BCall Options Held
20.6MPut Options Held
27.4M-
Mitsubishi Ufj Financial Group Inc377MShares$47.9 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$15 Billion0.26% of portfolio
-
State Street Corp Boston, MA111MShares$14.1 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$10.7 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$4.9 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 $215B
- 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...