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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MC Position History
Moelis & Company
Quarters held
5
Latest value
$16.1M
Q3 2026
Peak value
$29.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.7M |
| Q4 2025 | $29.2M |
| Q1 2026 | $16M |
| Q2 2026 | $18.1M |
| Q3 2026 | $16.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.1M | 286.2K | — | — |
| Q2 2026 | $18.1M | 283.9K | — | — |
| Q1 2026 | $16M | 283.5K | — | — |
| Q4 2025 | $29.2M | 381.5K | — | — |
| Q3 2025 | $23.7M | 354.7K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M