MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 12 Value ($000) $1 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 12 Value ($000) $1 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 14 Value ($000) $1 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 12 Value ($000) $1 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 12 Value ($000) $1 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 1 Value ($000) $0 Avg Close $76.80 Range $66.82 - $85.98
Q2 2022
Shares 113 Value ($000) $9 Avg Close $72.42 Range $64.03 - $81.68
Q4 2019
Shares 500 Value ($000) $25 Avg Close $39.09 Range $32.28 - $42.57