Strata Wealth Advisors, LLC Moelis & CO Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Moelis & CO stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 29,428 shares of MC stock, worth $1.96 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
29,428
Previous 30,143
2.37%
Holding current value
$1.96 Million
Previous $1.71 Billion
2.22%
% of portfolio
0.58%
Previous 0.6%
Shares
3 transactions
Others Institutions Holding MC
# of Institutions
315Shares Held
72.1MCall Options Held
105KPut Options Held
26.1K-
Vanguard Group Inc Valley Forge, PA8.15MShares$542 Million0.01% of portfolio
-
Black Rock Inc. New York, NY8.15MShares$541 Million0.01% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA7.19MShares$478 Million1.03% of portfolio
-
London CO Of Virginia Richmond, VA3.62MShares$241 Million1.16% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.58MShares$238 Million1.1% of portfolio
About Moelis & Co
- Ticker MC
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 61,011,100
- Market Cap $4.05B
- 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,...