A detailed history of Mosaic Family Wealth Partners, LLC transactions in Advantage Solutions Inc. stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 325,000 shares of ADV stock, worth $1.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
325,000
Previous 310,000 4.84%
Holding current value
$1.01 Million
Previous $998 Million 11.68%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$3.13 - $4.09 $46,950 - $61,350
15,000 Added 4.84%
325,000 $1.11 Billion
Q2 2024

Aug 06, 2024

BUY
$2.74 - $4.68 $109,600 - $187,200
40,000 Added 14.81%
310,000 $998 Million
Q1 2024

Jun 13, 2024

BUY
$3.5 - $4.43 $52,500 - $66,450
15,000 Added 5.88%
270,000 $1.17 Billion
Q4 2023

Jan 29, 2024

BUY
$1.95 - $4.01 $58,500 - $120,300
30,000 Added 13.33%
255,000 $923 Million
Q3 2023

Nov 01, 2023

BUY
$2.31 - $2.93 $150,150 - $190,450
65,000 Added 40.63%
225,000 $639 Million
Q2 2023

Aug 08, 2023

BUY
$1.15 - $2.36 $184,000 - $377,600
160,000 New
160,000 $374 Million

Others Institutions Holding ADV

About Advantage Solutions Inc.


  • Ticker ADV
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Advertising Agencies
  • Shares Outstandng 318,503,008
  • Market Cap $991M
  • Description
  • Advantage Solutions Inc. provides outsourced solutions to consumer goods companies and retailers in North America and internationally. It operates in two segments, Sales and Marketing. The Sales segment offers brand-centric services, such as headquarter relationship management; analytics, insights, and intelligence; administration; and brand-cen...
More about ADV
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.