A detailed history of Valued Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 93 shares of MS stock, worth $12,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares
93
Previous 72 29.17%
Holding current value
$12,554
Previous $7.01 Million 38.57%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$92.07 - $106.96 $1,933 - $2,246
21 Added 29.17%
93 $9.71 Million
Q2 2024

Jul 16, 2024

BUY
$86.19 - $101.53 $2,068 - $2,436
24 Added 50.0%
72 $7.01 Million
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $5,956 - $6,685
-71 Reduced 59.66%
48 $4.53 Million
Q4 2023

Jan 05, 2024

BUY
$70.4 - $93.66 $8,377 - $11,145
119 New
119 $9.72 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 $229B
  • 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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