STRATEGIC PLANNING GROUP, LLC MS Holdings History
STRATEGIC PLANNING GROUP, LLC's Morgan Stanley Holding Summary
As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held 54,032.00 shares of Morgan Stanley(MS), totaling $7.61 Mil. This investment constitutes 1.24% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2025Q2. And since then STRATEGIC PLANNING GROUP, LLC has made 1 purchases of MS, at an average price of $122.73, for a total of 54,032.00 shares. Based on historical transaction data and MS's current price of $140.83, STRATEGIC PLANNING GROUP, LLC's estimated gain on his MS holdings is $977,979.20, reflecting a 14.75% gain to date.
STRATEGIC PLANNING GROUP, LLC MS ($140.83) Holding Chart
STRATEGIC PLANNING GROUP, 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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