Trace Wealth Advisors, LLC

Position in MS — Morgan Stanley

CIK 2055838 Los Angeles, CA

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$250,848

+$37,812 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#2,237

of 2,722 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trace Wealth Advisors, LLC holds $1,031,492 across 3 Capital Markets names. MS ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	5,200	$479,804
2	HOOD	Robinhood Markets, Inc.	3,000	$300,840
3	MS	Morgan Stanley This page	1,200	$250,848

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,848	1,200	0.0%	Shares	Sole	2026-07-28
2025-12-31	$213,036	1,200	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.