PROATHLETE WEALTH MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 2012065 BOCA RATON, FL

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$698,820

+$150,309 QoQ

Shares Held

3,343

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,603

of 2,723 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PROATHLETE WEALTH MANAGEMENT LLC holds $818,817 across 5 Capital Markets names. MS ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	3,343	$698,820
2	SCHW	Schwab Charles Corp	1,267	$116,905
3	SNEX	StoneX Group Inc.	22	$1,777
4	CRCL	Circle Internet Group, Inc.	13	$814
5	HOOD	Robinhood Markets, Inc.	5	$501

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,820	3,343	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$548,511	3,333	+0.4%	Shares	Sole	2026-04-27
2025-12-31	$589,399	3,320	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$521,865	3,283	+0.4%	Shares	Sole	2025-10-07
2025-06-30	$460,470	3,269	+0.4%	Shares	Sole	2025-07-14
2025-03-31	$379,759	3,255	+0.4%	Shares	Sole	2025-04-21
2024-12-31	$407,709	3,243	+0.4%	Shares	Sole	2025-01-22
2024-09-30	$336,695	3,230	-1.2%	Shares	Sole	2024-10-18
2024-06-30	$317,616	3,268	+8.9%	Shares	Sole	2024-07-26
2024-03-31	$282,480	3,000	+0.6%	Shares	Sole	2024-05-07
2023-12-31	$277,978	2,981	—	Shares	Sole	2024-02-22
No filing history on record for this holder in this stock.