XXI WEALTH, LLC

Position in MS — Morgan Stanley

CIK 2047463 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$261,509

+$56,784 QoQ

Shares Held

1,251

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,216

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

XXI WEALTH, LLC holds $3,792,050 across 4 Capital Markets names. MS ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,087	$2,110,729
2	SCHW	Schwab Charles Corp	12,000	$1,107,240
3	HOOD	Robinhood Markets, Inc.	3,117	$312,572
4	MS	Morgan Stanley This page	1,251	$261,509

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,509	1,251	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$204,725	1,244	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.