Integrated Wealth Concepts’s Moelis & Co MC Stock Holding History

Integrated Wealth Concepts’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$354K	Buy
2025 Q1	$280K	Buy
2024 Q4	$323K	Sell
2024 Q3	$311K	Buy
2024 Q2	$258K	Hold
2024 Q1	$258K	Sell
2023 Q4	$256K	Sell
2023 Q3	$212K	Sell
2023 Q2	$213K	Buy