Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORGAN STANLEY | 05-15-2024 | 03-31-2024 | 46942 | 1,246,178,634,816 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FINWISE BANCORP | COM | 7751 | $88,943 | 8,850 | 0.00 | 8,850 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | NEW ECON REAL ES | 7752 | $88,565 | 4,890 | 0.00 | 0.00 | -7 | -0.14 | 03-31-2024 |
| GREAT ELM GROUP INC | COM NEW | 7753 | $88,556 | 46,123 | 0.00 | 0.00 | -1 | -0.00 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 7754 | $88,425 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
