Phillips Wealth Planners LLC Morgan Stanley Transaction History
Phillips Wealth Planners LLC
- $120 Billion
- Q3 2025
A detailed history of Phillips Wealth Planners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,954 shares of MS stock, worth $311,565. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,954
Previous 2,435
19.75%
Holding current value
$311,565
Previous $344 Million
10.11%
% of portfolio
0.26%
Previous 0.31%
Shares
11 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...