Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$804,176
-$167,280 QoQ
Shares Held
3,847
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,535
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Intrua Financial, LLC holds $1,558,357 across 3 Capital Markets names. MS ranks #1 (51.6% of the industry book) .
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,176 | 3,847 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $971,456 | 5,903 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,043,876 | 5,880 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $922,126 | 5,801 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $681,762 | 4,840 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $641,568 | 5,499 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $903,549 | 7,187 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $821,932 | 7,885 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $776,353 | 7,988 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,135,946 | 12,064 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||