Mosaic Family Wealth Partners, LLC Purchases and Sells in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

Top Buys

Incresed Positions

90 operations
Stock Shares change Price Range Shares Held Trade History
26.1K
+ 9.52%
$341.08 - $391.94 $8.9M - $10.2M
300K $115B
DIMENSIONAL US LARGE CAP VALUE ETF
160K
+ 6.82%
N/A
2.51M $77.3B
13.6K
+ 13.36%
$240.48 - $267.94 $3.27M - $3.65M
115K $30.9B
48K
+ 6.18%
$28.25 - $31.7 $1.36M - $1.52M
825K $25.4B
24.1K
+ 6.23%
$51.0 - $57.07 $1.23M - $1.38M
411K $22.9B
46.3K
+ 5.02%
$25.21 - $28.46 $1.17M - $1.32M
970K $27.3B
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
3.05K
New
$72.51 - $98.6 $221K - $300K
3.05K $297M
2.04K
New
$89.69 - $119.32 $183K - $243K
2.04K $242M
9.29K
New
$23.63 - $24.42 $219K - $227K
9.29K $226M
9.3K
New
$23.75 - $23.75 $221K - $221K
9.3K $226M
1.01K
New
$193.43 - $220.62 $195K - $223K
1.01K $223M
1.79K
New
$101.25 - $127.45 $182K - $229K
1.79K $218M
View all

Top Sells

Reduced Positions

66 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL GLOBAL REAL ESTATE ETF
-395K
- 68.43%
N/A
182K $5.26B
-2.13K
- 16.54%
$395.15 - $467.56 $840K - $994K
10.7K $4.61B
-9.16K
- 42.37%
$82.97 - $98.97 $760K - $906K
12.5K $1.21B
-11.2K
- 58.7%
$39.04 - $47.23 $437K - $529K
7.88K $360M
-62
- 0.51%
$86.27 - $136.82 $5.35K - $8.48K
12K $1.25B
-5.61K
- 21.42%
$83.76 - $91.82 $470K - $515K
20.6K $1.88B
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF PUT
1.1K
New
N/A
1.1K $631M
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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