CLEAR WAVE WEALTH MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 2113615 RED BANK, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,180,448

+$259,350 QoQ

Shares Held

5,647

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,306

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CLEAR WAVE WEALTH MANAGEMENT LLC holds $2,481,528 across 3 Capital Markets names. MS ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,647	$1,180,448
2	GS	Goldman Sachs Group Inc	930	$940,574
3	HOOD	Robinhood Markets, Inc.	3,595	$360,506

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,180,448	5,647	+0.9%	Shares	Sole	2026-08-06
2026-03-31	$921,098	5,597	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.