Wealthcare Advisory Partners LLC

Position in MS — Morgan Stanley

CIK 1683059 WEST CHESTER, PA

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,308,428

-$676,378 QoQ

Shares Held

11,043

-39.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,025

of 2,723 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $7,381,163 across 4 Capital Markets names. MS ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,613	$2,642,709
2	MS	Morgan Stanley This page	11,043	$2,308,428
3	HOOD	Robinhood Markets, Inc.	15,183	$1,522,551
4	SCHW	Schwab Charles Corp	9,835	$907,475

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,308,428	11,043	-39.1%	Shares	Sole	2026-07-09
2026-03-31	$2,984,806	18,137	+7.3%	Shares	Sole	2026-04-14
2025-12-31	$3,001,854	16,909	+6.7%	Shares	Sole	2026-01-14
2025-09-30	$2,518,880	15,846	+2.0%	Shares	Sole	2025-11-07
2025-06-30	$2,187,555	15,530	+8.0%	Shares	Sole	2025-07-22
2025-03-31	$1,676,897	14,373	+373.6%	Shares	Sole	2025-04-15
2024-12-31	$381,560	3,035	+15.9%	Shares	Sole	2025-01-15
2024-09-30	$273,004	2,619	+8.3%	Shares	Sole	2024-11-04
2024-06-30	$235,005	2,418	+2.0%	Shares	Sole	2024-08-12
2024-03-31	$223,253	2,371	-80.8%	Shares	Sole	2024-04-15
2023-03-31	$1,082,222	12,326	+3.0%	Shares	Sole	2023-05-04
2022-12-31	$1,017,434	11,967	+4.1%	Shares	Sole	2023-02-13
2022-09-30	$908,061	11,493	-11.4%	Shares	Sole	2022-11-14
2022-06-30	$987,182	12,979	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$1,129,033	12,918	+3.2%	Shares	Sole	2022-04-15
2021-12-31	$1,228,374	12,514	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$1,187,668	12,205	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$1,105,322	12,055	-14.2%	Shares	Sole	2021-08-16
2021-03-31	$1,091,433	14,054	-12.9%	Shares	Sole	2021-04-30
2020-12-31	$1,106,211	16,142	-13.4%	Shares	Sole	2021-02-12
2020-09-30	$901,098	18,637	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$894,081	18,511	-18.3%	Shares	Sole	2020-07-29
2020-03-31	$770,202	22,653	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.