Curated Wealth Partners LLC Morgan Stanley Transaction History

Curated Wealth Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 08, 2021	SELL	$87.64 - $105.45 $280,272 - $337,229	-3,198 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$77.29 - $93.96 $38,413 - $46,698	-497 Reduced 13.45%	3,198 $293,000
Q1 2021 May 14, 2021	SELL	$67.05 - $84.34 $34,798 - $43,772	-519 Reduced 12.32%	3,695 $286,000
Q4 2020 Feb 16, 2021	BUY	$47.26 - $68.53 $199,153 - $288,785	4,214 New	4,214 $289,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $215B
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...

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