CERTUITY, LLC MS Holdings History

Number of Shares
203,196.00
Current Holdings Value*
$23.71 Mil
% of Portfolio
2.49%
Total Estimate Gain
$11.65 Mil
% of Total Estimate Gain
47.48%

CERTUITY, LLC's Morgan Stanley Holding Summary

As of 2025-03-31, CERTUITY, LLC held 203,196.00 shares of Morgan Stanley(MS), totaling $23.71 Mil. This investment constitutes 2.49% of their stock portfolio, and CERTUITY, LLC now holds 0.01% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2020Q4. And since then CERTUITY, LLC has made 12 purchases of MS, at an average price of $85.11, for a total of 288,349.00 shares. In addition, there have been 6 sales at an average price of $88.97 for 85,153.00 shares. Based on historical transaction data and MS's current price of $140.83, CERTUITY, LLC's estimated gain on his MS holdings is $11.65 Mil, reflecting a 47.48% gain to date.

CERTUITY, LLC MS ($140.83) Holding Chart

CERTUITY, LLC MS ($140.83) 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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