Kingswood Wealth Advisors, LLC Morgan Stanley Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,258 shares of MS stock, worth $1.83 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,258
Previous 10,515
35.6%
Holding current value
$1.83 Million
Previous $1.02 Billion
45.41%
% of portfolio
0.11%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding MS
# of Institutions
2,123Shares Held
1.31BCall Options Held
26.3MPut Options Held
29.4M-
Mitsubishi Ufj Financial Group Inc377MShares$48.3 Billion0.0% of portfolio
-
State Street Corp Boston, MA110MShares$14.1 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA109MShares$14 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$10.8 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$5.25 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $217B
- 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...