Morgan Stanley Donoghue Forlines Risk Managed Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Morgan Stanley holds 1 shares of DFNV stock, worth $35. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$35

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.07 - $38.38 $33 - $38	1 New	1 $0
Q4 2023 Aug 16, 2024	BUY	$23.6 - $28.12 $23 - $28	1 New	1 $0
Q4 2023 Feb 13, 2024	BUY	$23.6 - $28.12 $23 - $28	1 New	1 $0
Q2 2023 Aug 14, 2023	BUY	$22.34 - $25.43 $12,622 - $14,367	565 New	565 $14,000

Others Institutions Holding DFNV

# of Institutions

Shares Held

425K

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

250K
Shares

$8.95 Million
0.01% of portfolio
Tradition Wealth Management, LLC

55.4K
Shares

$1.98 Million
0.19% of portfolio
American Portfolios Advisors Holbrook, NY

47.8K
Shares

$1.71 Million
0.04% of portfolio
Gts Securities LLC New York, NY

25.1K
Shares

$898,397
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

22.7K
Shares

$813,062
0.0% of portfolio

View Full List

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
Sector ETFs
Industry ETFs

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