Mosaic Family Wealth Partners, LLC Purchases and Sells in Q3 2025

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

Top Buys

Incresed Positions

122 operations
Stock Shares change Price Range Shares Held Trade History
4.95K
+ 1.54%
$433.97 - $484.08 $2.15M - $2.4M
327K $156B
DIMENSIONAL US LARGE CAP VALUE ETF
151K
+ 5.22%
N/A
3.05M $100B
24.3K
+ 1.65%
$43.65 - $46.42 $1.06M - $1.13M
1.5M $69.4B
41.8K
+ 4.33%
$29.2 - $32.74 $1.22M - $1.37M
1.01M $32.1B
39.8K
+ 9.39%
$56.02 - $60.3 $2.23M - $2.4M
464K $27.7B
23.4K
+ 4.95%
$53.36 - $59.69 $1.25M - $1.4M
496K $28.9B
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF TRUST PUT
1.1K
New
N/A
1.1K $730M
11.8K
New
$48.5 - $50.19 $574K - $593K
11.8K $592M
10.1K
New
$47.18 - $48.17 $478K - $488K
10.1K $486M
6.19K
New
$72.65 - $78.68 $450K - $487K
6.19K $483M
12.5K
New
$24.38 - $26.34 $305K - $330K
12.5K $329M
8.68K
New
$19.31 - $35.5 $168K - $308K
8.68K $299M
View all

Top Sells

Reduced Positions

56 operations
Stock Shares change Price Range Shares Held Trade History
SERVICETITAN INC SHS CL A
-45.7K
- 50.78%
N/A
44.3K $4.56B
-4.64K
- 75.77%
$567.77 - $614.76 $2.63M - $2.85M
1.48K $905M
-1.68K
- 19.83%
$279.83 - $293.74 $470K - $494K
6.8K $1.99B
-13.1K
- 46.44%
$24.14 - $24.34 $317K - $319K
15.1K $368M
-1.6K
- 26.83%
$181.56 - $190.33 $290K - $304K
4.36K $825M
-1.42K
- 22.98%
$237.58 - $259.17 $337K - $368K
4.76K $1.21B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
1.92K
New
$300.96 - $355.47 $579K - $684K
1.92K $678M

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
12.8K
New
$39.8 - $42.86 $508K - $547K
12.8K $545M
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 1
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