A detailed history of Tria Gen Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 7,068 shares of MS stock, worth $927,887. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,068
Previous 7,068 -0.0%
Holding current value
$927,887
Previous $686,000 7.29%
% of portfolio
0.27%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$86.19 - $101.53 $3,189 - $3,756
-37 Reduced 0.52%
7,068 $686,000
Q4 2023

Jan 22, 2024

BUY
$70.4 - $93.66 $14,080 - $18,732
200 Added 2.9%
7,105 $662,000
Q1 2023

Apr 24, 2023

BUY
$83.95 - $100.83 $3,106 - $3,730
37 Added 0.54%
6,905 $606,000
Q3 2022

Oct 21, 2022

SELL
$21.84 - $90.15 $5,634 - $23,258
-258 Reduced 3.62%
6,868 $543,000
Q1 2022

Apr 29, 2022

BUY
$83.31 - $108.73 $2,749 - $3,588
33 Added 0.47%
7,126 $623,000
Q4 2021

Feb 09, 2022

SELL
$94.82 - $104.66 $384,684 - $424,605
-4,057 Reduced 36.39%
7,093 $696,000
Q3 2021

Nov 10, 2021

BUY
$87.64 - $105.45 $346,791 - $417,265
3,957 Added 55.01%
11,150 $1.09 Million
Q2 2021

Aug 02, 2021

SELL
$77.29 - $93.96 $189,592 - $230,483
-2,453 Reduced 25.43%
7,193 $690,000
Q1 2021

Apr 26, 2021

SELL
$67.05 - $84.34 $30,977 - $38,965
-462 Reduced 4.57%
9,646 $749,000
Q4 2020

Feb 02, 2021

BUY
$47.26 - $68.53 $477,704 - $692,701
10,108 New
10,108 $693,000

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 $222B
  • 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 Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management 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 Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.