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Secured Retirement Advisors, LLC

SEC CIK
0002012356
Latest filing
Jul 16, 2026

MS holding history

Morgan Stanley in every 13F filed by Secured Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
8,176
Value
$1.71M
% of portfolio
0.9%
Quarters held
1
Since Q2 2026
Holdings of MS by Secured Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,176$1.71M0.9%+8,176NewHolders