Mosaic Family Wealth Partners, LLC New Holdings in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
3.05K
New
$72.51 - $98.6 $221K - $300K
3.05K $297M
IRM
Iron Mountain Inc

Real Estate
2.04K
New
$89.69 - $119.32 $183K - $243K
2.04K $242M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.29K
New
$23.63 - $24.42 $219K - $227K
9.29K $226M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.3K
New
$23.75 - $23.75 $221K - $221K
9.3K $226M
CME
Cme Group Inc.

Financial Services
1.01K
New
$193.43 - $220.62 $195K - $223K
1.01K $223M
PM
Philip Morris International Inc.

Consumer Defensive
1.79K
New
$101.25 - $127.45 $182K - $229K
1.79K $218M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.99K
New
$95.81 - $109.03 $191K - $217K
1.99K $214M
CL
Colgate Palmolive CO

Consumer Defensive
2.06K
New
$95.54 - $108.77 $196K - $224K
2.06K $213M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.5K
New
$28.91 - $32.54 $188K - $212K
6.5K $210M
Linde PLC Shs
438
New
N/A
438 $209M
GLDM
World Gold Trust

ETFs
3.96K
New
$46.2 - $53.01 $183K - $210K
3.96K $206M
AEP
American Electric Power CO Inc

Utilities
2.01K
New
$87.11 - $104.95 $175K - $211K
2.01K $206M
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $170K - $206K
1.09K $205M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.95K
New
$49.93 - $51.15 $197K - $202K
3.95K $202M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.14K
New
$47.7 - $48.54 $197K - $201K
4.14K $201M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$136.93 - $162.81 $170K - $203K
1.25K $200M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.1K
New
$8.04 - $8.65 $97.4K - $105K
12.1K $105M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
20.7K
New
$4.31 - $4.52 $89.3K - $93.7K
20.7K $93.5M
Activity Summary
Buys All Purchases 109 New Holdings 19 Increased Positions 90 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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