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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-06-30 $7.7M 135k 56.86
2024-03-31 $5.1M 89k 56.77

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Moelis & Co

BlackRock
Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
London Company
Daniel D. Thurber
State Street Corporation
Goldman Sachs Group
Heard Capital
Geode Capital Management
Madison Asset Management
Alliancebernstein
Jpmorgan Chase & Co
Citadel Advisors
Wells Fargo & Company

View all funds holding Moelis & Co