A detailed history of Montz Harcus Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,247 shares of MS stock, worth $294,828. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,247
Previous 2,242 0.22%
Holding current value
$294,828
Previous $217,000 7.83%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $460 - $534
5 Added 0.22%
2,247 $234,000
Q2 2024

Jul 19, 2024

BUY
$86.19 - $101.53 $861 - $1,015
10 Added 0.45%
2,242 $217,000
Q1 2024

May 07, 2024

BUY
$83.9 - $94.16 $187,264 - $210,165
2,232 New
2,232 $210,000

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 $222B
  • 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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