INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 1818604 ORLANDO, FL

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$49,906,209

+$7,130,681 QoQ

Shares Held

238,740

-8.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#29

of 766 holders

Holding Since

Dec 2020

9 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $54,063,435 across 23 Capital Markets names. MS ranks #1 (92.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	238,740	$49,906,209
2	SCHW	Schwab Charles Corp	10,199	$941,061
3	IBKR	Interactive Brokers Group, Inc.	8,116	$706,416
4	IREN	IREN Ltd	15,304	$699,851
5	HOOD	Robinhood Markets, Inc.	4,706	$471,917
6	CRCL	Circle Internet Group, Inc.	5,501	$344,527
7	LPLA	LPL Financial Holdings Inc.	987	$278,018
8	HIVE	HIVE Digital Technologies Ltd.	60,500	$220,220

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,906,209	238,740	-8.1%	Shares	Sole	2026-07-22
2026-03-31	$42,775,528	259,923	+2353.3%	Shares	Sole	2026-05-01
2025-09-30	$1,684,181	10,595	-98.7%	Shares	Sole	2025-10-31
2025-03-31	$91,797,589	786,814	+10.2%	Shares	Sole	2025-04-23
2024-12-31	$89,761,062	713,976	-12.6%	Shares	Sole	2025-01-08
2024-06-30	$79,412,102	817,081	-10.1%	Shares	Sole	2024-07-30
2024-03-31	$85,534,755	908,398	+1418.8%	Shares	Sole	2024-04-11
2021-03-31	$4,644,844	59,810	0.0%	Shares	Sole	2021-04-19
2020-12-31	$4,098,779	59,810	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.