MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 381,458 Value ($000) $29,216 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 354,658 Value ($000) $23,691 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 336,918 Value ($000) $22,169 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 253,658 Value ($000) $14,803 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 154,342 Value ($000) $11,403 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 143,741 Value ($000) $9,848 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 135,399 Value ($000) $7,699 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 89,173 Value ($000) $5,062 Avg Close $50.10 Range $47.20 - $53.42