MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 4,523 Value ($000) $311 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 3,572 Value ($000) $255 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 3,317 Value ($000) $207 Avg Close $54.26 Range $45.09 - $62.03
Q4 2024
Shares 3,520 Value ($000) $260 Avg Close $68.60 Range $61.47 - $77.61