TRED AVON FAMILY WEALTH, LLC

Position in MS — Morgan Stanley

CIK 2094435 EASTON, MD

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$351,814

+$65,627 QoQ

Shares Held

1,683

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,034

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $1,594,918 across 3 Capital Markets names. MS ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	7,707	$711,124
2	GS	Goldman Sachs Group Inc	526	$531,980
3	MS	Morgan Stanley This page	1,683	$351,814

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,814	1,683	-3.2%	Shares	Sole	2026-08-10
2026-03-31	$286,187	1,739	-7.2%	Shares	Sole	2026-04-22
2025-12-31	$332,691	1,874	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.