SECURED RETIREMENT ADVISORS, LLC
PensionPosition in MS — Morgan Stanley
CIK 2012356
ST LOUIS PARK, MN
Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,709,111
New position
Shares Held
8,176
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#1,143
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026SECURED RETIREMENT ADVISORS, LLC holds $3,519,463 across 2 Capital Markets names. MS ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,790 | $1,810,352 | |
| 2 | MS |
Morgan Stanley
This page
|
8,176 | $1,709,111 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,111 | 8,176 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||