Holistic Financial Partners Morgan Stanley Transaction History
Holistic Financial Partners
- $237 Million
- Q3 2025
A detailed history of Holistic Financial Partners transactions in Morgan Stanley stock. As of the latest transaction made, Holistic Financial Partners holds 1,779 shares of MS stock, worth $283,661. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,779
Previous 1,709
4.1%
Holding current value
$283,661
Previous $240,000
17.5%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding MS
# of Institutions
2,625Shares Held
1.31BCall Options Held
17.4MPut Options Held
24.6M-
Mitsubishi Ufj Financial Group Inc377MShares$60.1 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$18.9 Billion0.29% of portfolio
-
State Street Corp Boston, MA103MShares$16.5 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.5 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY37.4MShares$5.97 Billion0.39% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $270B
- 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...