IAG Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 1827261 Waukesha, WI

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$39,717

-$14,591 QoQ

Shares Held

190

-42.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,590

of 2,723 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $497,449 across 6 Capital Markets names. MS ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMNR	Bitmine Immersion Technologies, Inc.	16,882	$224,699
2	GS	Goldman Sachs Group Inc	167	$168,898
3	MS	Morgan Stanley This page	190	$39,717
4	SCHW	Schwab Charles Corp	400	$36,908
5	LPLA	LPL Financial Holdings Inc.	84	$23,661
6	IREN	IREN Ltd	78	$3,566

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,717	190	-42.4%	Shares	Sole	2026-08-06
2026-03-31	$54,308	330	+50.7%	Shares	Sole	2026-04-29
2025-12-31	$38,879	219	0.0%	Shares	Sole	2026-02-10
2025-09-30	$34,812	219	0.0%	Shares	Sole	2025-11-12
2025-06-30	$30,848	219	0.0%	Shares	Sole	2025-08-13
2025-03-31	$25,550	219	0.0%	Shares	Sole	2025-04-16
2024-12-31	$27,532	219	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.