A detailed history of Wr Wealth Planners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 488 shares of MS stock, worth $62,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares
488
Previous 541 9.8%
Holding current value
$62,678
Previous $52,000 3.85%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 17, 2024

SELL
$92.07 - $106.96 $4,879 - $5,668
-53 Reduced 9.8%
488 $50,000
Q2 2024

Jul 31, 2024

BUY
$86.19 - $101.53 $9,136 - $10,762
106 Added 24.37%
541 $52,000
Q1 2024

Jul 31, 2024

BUY
$83.9 - $94.16 $36,496 - $40,959
435 New
435 $40,000
Q3 2023

Aug 01, 2024

BUY
$81.65 - $94.67 $81 - $94
1 Added 0.3%
334 $27.3 Million
Q2 2023

Aug 01, 2024

SELL
$81.22 - $91.12 $16,893 - $18,952
-208 Reduced 38.45%
333 $28.5 Million
Q1 2023

Aug 01, 2024

SELL
$83.95 - $100.83 $22,834 - $27,425
-272 Reduced 50.28%
269 $23.6 Million
Q4 2022

Oct 10, 2024

SELL
$75.3 - $93.04 $1,355 - $1,674
-18 Reduced 17.31%
86 $7.3 Million
Q3 2022

Oct 10, 2024

SELL
$21.84 - $90.15 $9,544 - $39,395
-437 Reduced 80.78%
104 $8.23 Million
Q2 2022

Oct 17, 2024

BUY
$72.9 - $90.61 $72 - $90
1 Added 0.98%
103 $7.86 Million
Q1 2022

Oct 17, 2024

SELL
$83.31 - $108.73 $32,157 - $41,969
-386 Reduced 79.1%
102 $8.95 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 $218B
  • 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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