Moelis & Co shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Moelis & Co
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Quarterly reported holdings in Moelis & Co by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $29M | 382k | 76.59 |
| 2025-09-30 | $24M | 355k | 66.80 |
| 2025-06-30 | $22M | 337k | 65.80 |
| 2025-03-31 | $15M | 254k | 58.36 |
| 2024-12-31 | $11M | 154k | 73.88 |
| 2024-06-30 | $7.7M | 135k | 56.86 |
| 2024-03-31 | $5.1M | 89k | 56.77 |
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