Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,921,961
+$673,277 QoQ
Shares Held
13,978
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#941
of 2,722 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aventura Private Wealth, LLC holds $3,945,343 across 10 Capital Markets names. MS ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
13,978 | $2,921,961 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,030 | $504,408 | |
| 3 | GS |
Goldman Sachs Group Inc
|
323 | $326,672 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,240 | $56,434 | |
| 5 | MARA |
MARA Holdings, Inc.
|
2,974 | $41,308 | |
| 6 | IREN |
IREN Ltd
|
780 | $35,669 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,000 | $30,710 | |
| 8 | SCHW |
Schwab Charles Corp
|
147 | $13,563 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,921,961 | 13,978 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,248,684 | 13,664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,407,661 | 13,562 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,159,153 | 13,583 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $1,938,233 | 13,760 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,645,513 | 14,104 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $1,708,283 | 13,588 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||