Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$220,119
-$134,662 QoQ
Shares Held
1,053
-62.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,333
of 2,723 holders
Holding Since
Dec 2023
6 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, 2026INVENIO WEALTH PARTNERS LLC holds $501,279 across 2 Capital Markets names. MS ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
278 | $281,160 | |
| 2 | MS |
Morgan Stanley
This page
|
1,053 | $220,119 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,119 | 1,053 | Shares | Sole | 2026-07-30 | |
| 2024-12-31 | $354,781 | 2,822 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $289,578 | 2,778 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $261,246 | 2,688 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $247,358 | 2,627 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $237,134 | 2,543 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||