Atlas Wealth LLC MSpA.PFD Holdings History

Number of Shares
197,025.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
1.84%
Total Estimate Gain
$974,276.38
% of Total Estimate Gain
5.28%

Atlas Wealth LLC's Morgan Stanley Holding Summary

As of 2025-03-31, Atlas Wealth LLC held 197,025.00 shares of Morgan Stanley(MSpA.PFD), totaling $4.49 Mil. This investment constitutes 1.84% of their stock portfolio, and Atlas Wealth LLC now holds -% of the outstanding Morgan Stanley(MSpA.PFD) stock.

The initial trade took place in 2023Q1. And since then Atlas Wealth LLC has made 3 purchases of MSpA.PFD, at an average price of $21.55, for a total of 857,009.00 shares. In addition, there have been 5 sales at an average price of $22.96 for 659,984.00 shares. Based on historical transaction data and MSpA.PFD's current price of $21.76, Atlas Wealth LLC's estimated gain on his MSpA.PFD holdings is $974,276.38, reflecting a 5.28% gain to date.

Atlas Wealth LLC MSpA.PFD ($21.76) Holding Chart

Atlas Wealth LLC MSpA.PFD ($21.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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