Soa Wealth Advisors, Llc. Morgan Stanley Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Morgan Stanley stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 996 shares of MS stock, worth $158,593. This represents 0.02% of its overall portfolio holdings.
Number of Shares
996
Previous 994
0.2%
Holding current value
$158,593
Previous $140,000
12.86%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding MS
# of Institutions
2,569Shares Held
1.33BCall Options Held
19.2MPut Options Held
24M-
Mitsubishi Ufj Financial Group Inc377MShares$60 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA119MShares$19 Billion0.28% of portfolio
-
State Street Corp Boston, MA104MShares$16.6 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.4 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$6.14 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $270B
- 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...