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Strata Wealth Advisors, LLC → MC
Strata Wealth Advisors, LLC MC Position History
Moelis & Company
Quarters held
5
Latest value
$414K
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $783K |
| Q1 2026 | $625K |
| Q2 2026 | $715K |
| Q3 2026 | $414K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $414K | 7.2K | — | — |
| Q2 2026 | $715K | 10.9K | — | — |
| Q1 2026 | $625K | 11.0K | — | — |
| Q4 2025 | $783K | 11.4K | — | — |
| Q3 2025 | $1.7M | 23.9K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M