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Ducere Wealth Management LLC

Position in MS — Morgan Stanley

CIK 2083656 NEWPORT BEACH, CA

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$242,277
New position
Shares Held
1,159
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,259
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Ducere Wealth Management LLC holds $2,401,916 across 3 Capital Markets names. MS ranks #3 (10.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MS
Morgan Stanley
This page
1,159 $242,277

All Filings in MS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $242,277 1,159