Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$640,916
+$193,615 QoQ
Shares Held
3,066
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,663
of 2,738 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Innovative Asset Advisors Group, LLC holds $948,372 across 2 Capital Markets names. MS ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,066 | $640,916 | |
| 2 | GS |
Goldman Sachs Group Inc
|
304 | $307,456 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,916 | 3,066 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $447,301 | 2,718 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||