A detailed history of Rkl Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Rkl Wealth Management LLC holds 1,940 shares of MS stock, worth $277,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,940
Previous 1,769 9.67%
Holding current value
$277,769
Previous $206,000 32.52%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

BUY
$99.83 - $140.86 $17,070 - $24,087
171 Added 9.67%
1,940 $273,000
Q1 2025

Apr 25, 2025

BUY
$111.68 - $141.08 $223 - $282
2 Added 0.11%
1,769 $206,000
Q4 2024

Feb 06, 2025

BUY
$104.42 - $134.99 $184,510 - $238,527
1,767 New
1,767 $222,000

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 $243B
  • 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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