MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 4,497 Value ($000) $309 Avg Close $65.79 Range $59.18 - $71.60
Q3 2025
Shares 9,455 Value ($000) $674 Avg Close $69.74 Range $59.65 - $76.49
Q2 2025
Shares 5,682 Value ($000) $354 Avg Close $54.26 Range $45.09 - $62.03
Q1 2025
Shares 4,799 Value ($000) $280 Avg Close $67.32 Range $54.18 - $78.83
Q4 2024
Shares 4,367 Value ($000) $323 Avg Close $68.60 Range $61.47 - $77.61
Q3 2024
Shares 4,540 Value ($000) $311 Avg Close $60.63 Range $52.51 - $67.24
Q2 2024
Shares 4,538 Value ($000) $258 Avg Close $50.23 Range $42.66 - $54.48
Q1 2024
Shares 4,538 Value ($000) $258 Avg Close $50.10 Range $47.20 - $53.42
Q4 2023
Shares 4,555 Value ($000) $256 Avg Close $42.63 Range $34.71 - $53.56
Q3 2023
Shares 4,688 Value ($000) $212 Avg Close $42.14 Range $38.56 - $46.65
Q2 2023
Shares 4,689 Value ($000) $213 Avg Close $35.24 Range $30.10 - $42.10