Keystone Wealth Services, LLC

Position in MS — Morgan Stanley

CIK 1866189 PALM DESERT, CA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$222,209

New position

Shares Held

1,063

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,324

of 2,723 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Keystone Wealth Services, LLC holds $918,870 across 3 Capital Markets names. MS ranks #3 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	5,095	$470,115
2	GS	Goldman Sachs Group Inc	224	$226,546
3	MS	Morgan Stanley This page	1,063	$222,209

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,209	1,063	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.