RIVERSEDGE ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1787663 Wilmington, DE

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$351,605

+$128,488 QoQ

Shares Held

1,682

-26.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,035

of 2,723 holders

Holding Since

Sep 2021

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RIVERSEDGE ADVISORS, LLC holds $1,727,565 across 5 Capital Markets names. MS ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	494	$499,616
2	EVR	Evercore Inc.	1,082	$369,438
3	MS	Morgan Stanley This page	1,682	$351,605
4	JEF	Jefferies Financial Group Inc.	5,141	$256,947
5	SCHW	Schwab Charles Corp	2,709	$249,959

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,605	1,682	-26.0%	Shares	Sole	2026-07-16
2021-12-31	$223,117	2,273	+3.2%	Shares	Sole	2022-02-02
2021-09-30	$214,373	2,203	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.