Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $674 Billion
  • Prior Value $622 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.