MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,098 Value ($000) $550 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 3,079 Value ($000) $489 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 3,120 Value ($000) $439 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 3,180 Value ($000) $371 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 3,233 Value ($000) $406 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 3,276 Value ($000) $341 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 3,267 Value ($000) $318 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 3,649 Value ($000) $344 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 4,163 Value ($000) $388 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 4,131 Value ($000) $337 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 3,949 Value ($000) $337 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 3,815 Value ($000) $335 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 4,058 Value ($000) $345 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 4,647 Value ($000) $367 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 5,071 Value ($000) $386 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 4,804 Value ($000) $420 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 4,419 Value ($000) $434 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 4,569 Value ($000) $445 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 4,414 Value ($000) $405 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 3,282 Value ($000) $255 Avg Close $65.58 Range $57.28 - $74.24
Q3 2019
Shares 4,970 Value ($000) $212 Avg Close $35.02 Range $31.84 - $37.33
Q3 2018
Shares 3,365 Value ($000) $157 Avg Close $38.94 Range $36.75 - $40.98
Q1 2018
Shares 3,868 Value ($000) $208 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 3,903 Value ($000) $205 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 4,602 Value ($000) $222 Avg Close $36.26 Range $34.33 - $38.29