MOELIS & CO

Ticker: MC CUSIP: 60786M105 Class: EQTY

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q3 2025

Shares 84 Value ($000) $6 Avg Close $69.74 Range $59.65 - $76.49

Q2 2025

Shares 82 Value ($000) $5 Avg Close $54.26 Range $45.09 - $62.03

Q1 2025

Shares 82 Value ($000) $5 Avg Close $67.32 Range $54.18 - $78.83

Q1 2023

Shares 114 Value ($000) $4 Avg Close $37.25 Range $31.45 - $43.30

Q4 2022

Shares 79 Value ($000) $0 Avg Close $34.76 Range $28.32 - $40.90

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	84	$6	$69.74	$59.65 - $76.49
Q2 2025	82	$5	$54.26	$45.09 - $62.03
Q1 2025	82	$5	$67.32	$54.18 - $78.83
Q1 2023	114	$4	$37.25	$31.45 - $43.30
Q4 2022	79	$0	$34.76	$28.32 - $40.90