MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025
Shares 415 Value ($000) $29 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 415 Value ($000) $30 Avg Close $69.74 Range $59.65 - $76.49
Q1 2025
Shares 26 Value ($000) $2 Avg Close $67.32 Range $54.18 - $78.83