Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,040
+$50,080 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,384
of 2,723 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Future Financial Wealth Managment LLC holds $411,314 across 2 Capital Markets names. MS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,000 | $209,040 | |
| 2 | GS |
Goldman Sachs Group Inc
|
200 | $202,274 |
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,040 | 1,000 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $158,960 | 1,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $140,860 | 1,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $116,670 | 1,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $125,720 | 1,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $104,240 | 1,000 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $94,160 | 1,000 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $8,740 | 100 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $9,816 | 100 | Shares | Sole | 2022-01-07 | |
| No filing history on record for this holder in this stock. | ||||||