Mosaic Financial Group, LLC New Holdings in Q2 2024

Mosaic Financial Group, LLC

  • $139 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
733
New
$495.16 - $548.49 $363K - $402K
733 $399K
NFLX
Netflix Inc

Communication Services
368
New
$550.64 - $686.12 $203K - $252K
368 $248K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.36K
New
$65.44 - $71.94 $220K - $242K
3.36K $220K
Activity Summary
Buys All Purchases 57 New Holdings 3 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, 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 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email