Summit Wealth Group, LLC Morgan Stanley Transaction History
Summit Wealth Group, LLC
- $333 Million
- Q2 2024
A detailed history of Summit Wealth Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,983 shares of MS stock, worth $310,589. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,983Holding current value
$310,589% of portfolio
0.09%Shares
2 transactions
Others Institutions Holding MS
# of Institutions
2,062Shares Held
1.33BCall Options Held
26.5MPut Options Held
27.2M-
Mitsubishi Ufj Financial Group Inc377MShares$39.3 Billion0.0% of portfolio
-
State Street Corp Boston, MA110MShares$11.5 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA109MShares$11.3 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$8.78 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY49.6MShares$5.16 Billion0.42% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $176B
- 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...