Mosaic Family Wealth Partners, LLC Purchases and Sells in Q1 2025

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025

Top Buys

Incresed Positions

104 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL US LARGE CAP VALUE ETF
185K
+ 7.03%
N/A
2.82M $86.2B
10K
+ 0.68%
$41.61 - $44.72 $416K - $448K
1.47M $63.9B
40.9K
+ 11.63%
$47.4 - $52.99 $1.94M - $2.17M
393K $20B
59.4K
+ 5.86%
$25.35 - $27.46 $1.51M - $1.63M
1.07M $28.4B
22.5K
+ 3.78%
$25.54 - $28.79 $574K - $647K
617K $17.1B
24.6K
+ 17.35%
$42.5 - $46.71 $1.05M - $1.15M
167K $7.54B
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
28.8K
New
$49.04 - $56.53 $1.41M - $1.63M
28.8K $1.5B
DIMENSIONAL US LARGE CAP VECTOR ETF
13.6K
New
N/A
13.6K $875M
7.06K
New
$49.25 - $50.66 $348K - $358K
7.06K $350M
129
New
$1728.36 - $2231.14 $223K - $288K
129 $239M
6.16K
New
$36.14 - $40.81 $223K - $251K
6.16K $228M
6.43K
New
$33.87 - $38.9 $218K - $250K
6.43K $219M
View all

Top Sells

Reduced Positions

67 operations
Stock Shares change Price Range Shares Held Trade History
-580
- 4.99%
$375.39 - $447.2 $218K - $259K
11K $4.14B
-274
- 1.26%
$190.26 - $242.06 $52.1K - $66.3K
21.5K $4.09B
-480
- 2.7%
$156.06 - $207.71 $74.9K - $99.7K
17.3K $2.7B
-893
- 4.01%
$186.01 - $231.1 $166K - $206K
21.4K $4.21B
-888
- 2.48%
$63.29 - $81.72 $56.2K - $72.6K
35K $2.22B
-63
- 0.64%
$360.07 - $417.26 $22.7K - $26.3K
9.8K $3.54B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF TRUST CALL
600
New
N/A
600 $336M
Activity Summary
Buys All Purchases 113 New Holdings 9 Increased Positions 104 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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