Morgan Stanley Donoghue Forlines Risk Managed Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Aug 16, 2024	BUY	$23.6 - $28.12 $23 - $28	1 New	1 $0
Q4 2023 Feb 13, 2024	BUY	$23.6 - $28.12 $23 - $28	1 New	1 $0
Q2 2023 Aug 14, 2023	BUY	$22.34 - $25.43 $12,622 - $14,367	565 New	565 $14,000

Others Institutions Holding DFNV

# of Institutions

21

Shares Held

1.77M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

720K
Shares

$27.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

250K
Shares

$9.57 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

237K
Shares

$9.05 Million
0.03% of portfolio
Donoghue Forlines LLC

140K
Shares

$5.34 Million
1.37% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

135K
Shares

$5.14 Million
0.28% of portfolio

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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