Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$218,864
New position
Shares Held
1,047
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,342
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Concentrum Wealth Management holds $364,688 across 2 Capital Markets names. MS ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,047 | $218,864 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
10,956 | $145,824 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,864 | 1,047 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||