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Equibles

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 1818604 ORLANDO, FL
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$49,906,209
+$48,106,116 QoQ
Shares Held
238,740
-8.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#275
of 2,736 holders
Holding Since
Dec 2020
9 quarters on record

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

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) Open
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

All Filings in MS

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $49,906,209 238,740
2026-03-31 $1,800,093 259,923
2025-09-30 $1,684,181 10,595
2025-03-31 $2,217,167 786,814
2024-12-31 $2,137,480 713,976
2024-06-30 $2,396,837 817,081
2024-03-31 $2,399,896 908,398
2021-03-31 $559,000 59,810
2020-12-31 $559,000 59,810