Sax Wealth Advisors, LLC Morgan Stanley Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,684 shares of MS stock, worth $375,706. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,684
Previous 2,419
10.95%
Holding current value
$375,706
Previous $252,000
33.73%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding MS
# of Institutions
2,248Shares Held
1.32BCall Options Held
26.1MPut Options Held
29.5M-
Mitsubishi Ufj Financial Group Inc377MShares$52.8 Billion0.0% of portfolio
-
State Street Corp Boston, MA110MShares$15.4 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA109MShares$15.3 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.8 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY41MShares$5.74 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $237B
- 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...