A detailed history of Principia Wealth Advisory, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 67 shares of MS stock, worth $7,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares
67
Previous 33 103.03%
Holding current value
$7,816
Previous $4.15 Million 80.38%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$111.68 - $141.08 $3,797 - $4,796
34 Added 103.03%
67 $7.48 Million
Q4 2024

Apr 11, 2025

BUY
$104.42 - $134.99 $3,445 - $4,454
33 New
33 $4.15 Million

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 $198B
  • 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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