Modern Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 2001900 KANSAS CITY, MO

Position in MS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,626,278

+$1,081,264 QoQ

Shares Held

9,882

+221.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

Modern Wealth Management, LLC holds $4,599,570 across 6 Capital Markets names. MS ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	9,882	$1,626,278
2	GS	Goldman Sachs Group Inc	1,419	$1,200,456
3	SCHW	Schwab Charles Corp	8,752	$822,511
4	HUT	Hut 8 Corp.	15,752	$738,926
5	HOOD	Robinhood Markets, Inc.	3,037	$210,462
6	ABTC	American Bitcoin Corp.	15,219	$937

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,626,278	9,882	+221.9%	Shares	Other	2026-05-14
2025-12-31	$545,014	3,070	+21.8%	Shares	Sole	2026-02-17
2025-09-30	$400,576	2,520	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$352,289	2,501	+25.4%	Shares	Other	2025-11-12
2025-03-31	$232,639	1,994	+4.3%	Shares	Other	2025-05-15
2024-12-31	$240,376	1,912	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.