A detailed history of Wealth Effects LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wealth Effects LLC holds 5,700 shares of MS stock, worth $762,546. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,700
Previous 5,700 -0.0%
Holding current value
$762,546
Previous $553,000 7.41%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Aug 02, 2024

SELL
$86.19 - $101.53 $4,826 - $5,685
-56 Reduced 0.97%
5,700 $553,000
Q4 2023

Jan 29, 2024

BUY
$70.4 - $93.66 $3,590 - $4,776
51 Added 0.89%
5,756 $536,000
Q3 2023

Oct 16, 2023

BUY
$81.65 - $94.67 $81 - $94
1 Added 0.02%
5,705 $465,000
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $8,395 - $10,083
-100 Reduced 1.72%
5,704 $500,000
Q4 2022

Feb 02, 2023

SELL
$75.3 - $93.04 $564,674 - $697,706
-7,499 Reduced 56.37%
5,804 $493,000
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $305 - $1,262
-14 Reduced 0.11%
13,303 $1.05 Million
Q2 2022

Aug 03, 2022

BUY
$72.9 - $90.61 $13,851 - $17,215
190 Added 1.45%
13,317 $1.01 Million
Q4 2021

Feb 09, 2022

BUY
$94.82 - $104.66 $1.24 Million - $1.37 Million
13,127 New
13,127 $1.29 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 $227B
  • 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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