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Kestra Private Wealth Services’s Moelis & Co MC Stock Holding History

Kestra Private Wealth Services’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,187
Closed -$383K – 1540
2024
Q4 		$383K Buy
+5,187
New +$383K 0.01% 1040