Juncture Wealth Strategies, LLC Moelis & CO Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Moelis & CO stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 6,300 shares of MC stock, worth $365,904. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,300
Previous 11,599
45.68%
Holding current value
$365,904
Previous $651,000
45.16%
% of portfolio
0.15%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding MC
# of Institutions
325Shares Held
71.5MCall Options Held
36.4KPut Options Held
28.5K-
Black Rock Inc. New York, NY7.98MShares$463 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA7.77MShares$451 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.14MShares$415 Million0.97% of portfolio
-
London CO Of Virginia Richmond, VA3.58MShares$208 Million1.08% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.42MShares$198 Million1.02% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $3.54B
- Description
- Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...