Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$265,689
-$271,512 QoQ
Shares Held
1,271
-70.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,205
of 2,723 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PUREfi Wealth, LLC holds $513,842 across 2 Capital Markets names. MS ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,271 | $265,689 | |
| 2 | TW |
Tradeweb Markets Inc.
|
2,490 | $248,153 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,689 | 1,271 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $537,201 | 4,273 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||