St. Louis Financial Planners Asset Management, LLC
Position in MS — Morgan Stanley
CIK 1966171
CHESTERFIELD, MO
Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,358,227
+$488,278 QoQ
Shares Held
16,065
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#879
of 2,722 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026St. Louis Financial Planners Asset Management, LLC holds $3,358,227 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
16,065 | $3,358,227 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,358,227 | 16,065 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $2,869,949 | 16,166 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||