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Moelis & Co shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moelis & Co by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $358k 6.3k 56.77
2023-12-31 $651k 12k 56.13
2023-09-30 $528k 12k 45.13
2023-06-30 $535k 12k 45.34
2023-03-31 $361k 9.4k 38.44
2022-12-31 $242k 6.3k 38.37

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Moelis & Co

Vanguard Group
Daniel D. Thurber
Goldman Sachs Group
Alliancebernstein
Madison Asset Management
Jpmorgan Chase & Co
HighTower Advisors
Dimensional Fund Advisors
Artisan Partners Limited Partnership
Wells Fargo & Company
Lord, Abbett & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Bamco

View all funds holding Moelis & Co