Sax Wealth Advisors, LLC Morgan Stanley Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,439 shares of MS stock, worth $867,248. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,439
Previous 4,694
15.87%
Holding current value
$867,248
Previous $746,000
16.22%
% of portfolio
0.04%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding MS
# of Institutions
2,642Shares 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...