A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 40 shares of MS stock, worth $5,121. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40
Previous 40 -0.0%
Holding current value
$5,121
Previous $3.89 Million 7.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $3,356 - $3,766
-40 Reduced 50.0%
40 $3.77 Million
Q4 2023

May 14, 2024

BUY
$70.4 - $93.66 $5,632 - $7,492
80 New
80 $7.46 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 $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...
More about MS
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.