Mosaic Family Wealth Partners, LLC Purchases and Sells in Q2 2025

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

Top Buys

Incresed Positions

79 operations
Stock Shares change Price Range Shares Held Trade History
6.74K
+ 2.14%
$329.49 - $438.4 $2.22M - $2.96M
322K $141B
31K
+ 7.88%
$45.65 - $57.01 $1.41M - $1.77M
424K $24.2B
DIMENSIONAL US LARGE CAP VALUE ETF
83.4K
+ 2.96%
N/A
2.9M $90B
13.5K
+ 8.06%
$153.67 - $176.74 $2.07M - $2.38M
180K $31.9B
46.1K
+ 160.09%
$44.94 - $56.99 $2.07M - $2.63M
74.9K $4.2B
35.8K
+ 21.51%
$39.89 - $49.46 $1.43M - $1.77M
202K $10B
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
SERVICETITAN INC SHS CL A
90K
New
N/A
90K $9.65B
LONGVIEW ADVANTAGE ETF
69.6K
New
N/A
69.6K $3.54B
44.4K
New
$25.04 - $25.18 $1.11M - $1.12M
44.4K $1.12B
6.19K
New
$83.54 - $100.04 $517K - $619K
6.19K $616M
GRAYSCALE BITCOIN MINI TRUST ETF
10.8K
New
N/A
10.8K $516M
1.47K
New
$267.12 - $336.65 $393K - $496K
1.47K $482M
View all

Top Sells

Reduced Positions

87 operations
Stock Shares change Price Range Shares Held Trade History
-1.84K
- 2.56%
$172.42 - $223.89 $318K - $413K
70.2K $14.4B
-12.9K
- 80.94%
$76.49 - $103.78 $988K - $1.34M
3.04K $316M
-70
- 3.68%
$274.35 - $599.47 $19.2K - $42K
1.83K $572M
DIMENSIONAL GLOBAL REAL ESTATE ETF
-16.5K
- 10.89%
N/A
135K $3.63B
-6.35K
- 50.51%
$52.31 - $63.72 $332K - $405K
6.22K $396M
-1.03K
- 16.73%
$170.16 - $206.27 $175K - $212K
5.12K $950M
View all
Activity Summary
Buys All Purchases 98 New Holdings 19 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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