Modern Wealth Management, LLC Morgan Stanley Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,421 shares of MS stock, worth $397,044. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,421
Previous 1,994
21.41%
Holding current value
$397,044
Previous $232,000
46.98%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding MS
# of Institutions
2,587Shares Held
1.33BCall Options Held
19.3MPut Options Held
23.8M-
Mitsubishi Ufj Financial Group Inc377MShares$61.8 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA119MShares$19.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA104MShares$17.1 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.8 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$6.33 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 $278B
- 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...