Spire Wealth Management’s Moelis & Co MC Stock Holding History

Spire Wealth Management’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 Q3	$5.99K	Buy
2025 Q2	$5.11K	Hold
2025 Q1	$4.79K	Buy
2023 Q2	–	Sell
2023 Q1	$4.38K	Buy
2022 Q4	$3K	Buy