A detailed history of Private Wealth Management Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 178 shares of MS stock, worth $23,974. This represents 0.01% of its overall portfolio holdings.

Number of Shares
178
Previous 173 2.89%
Holding current value
$23,974
Previous $16.8 Million 10.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $460 - $534
5 Added 2.89%
178 $18.6 Million
Q4 2023

Feb 08, 2024

BUY
$70.4 - $93.66 $12,179 - $16,203
173 New
173 $16.1 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 $228B
  • 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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.