Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$545,385
+$133,302 QoQ
Shares Held
2,609
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,736
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $5,997,665 across 6 Capital Markets names. MS ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,416 | $4,466,209 | |
| 2 | MS |
Morgan Stanley
This page
|
2,609 | $545,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,723 | $343,521 | |
| 4 | WULF |
Terawulf Inc.
|
10,283 | $253,990 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,337 | $203,412 | |
| 6 | CLSK |
Cleanspark, Inc.
|
12,725 | $185,148 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,385 | 2,609 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $412,083 | 2,504 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $384,885 | 2,168 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $292,327 | 1,839 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $291,580 | 2,070 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $267,057 | 2,289 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $233,964 | 1,861 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||