Mosaic Family Wealth Partners, LLC Purchases and Sells in Q1 2024

Mosaic Family Wealth Partners, LLC

  • $607 Billion
  • Q1 2024

Top Buys

Incresed Positions

89 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL US LARGE CAP VALUE ETF
204K
+ 9.79%
N/A
2.29M $68.6B
4.22K
+ 1.57%
$301.05 - $346.61 $1.27M - $1.46M
273K $93.9B
70.7K
+ 5.29%
$36.74 - $40.97 $2.6M - $2.9M
1.41M $57.6B
7.33K
+ 4.78%
$147.46 - $162.86 $1.08M - $1.19M
161K $26.2B
4.7K
+ 4.91%
$231.0 - $260.72 $1.09M - $1.23M
100K $26.2B
100K
+ 12.93%
$23.62 - $25.64 $2.37M - $2.58M
878K $22.4B
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL WORLD EQUITY ETF
10.7K
New
N/A
10.7K $635M
290
New
$1373.91 - $1635.0 $398K - $474K
290 $474M
1.28K
New
$297.82 - $363.34 $382K - $467K
1.28K $466M
2.72K
New
N/A
2.72K $434M
5.69K
New
$56.66 - $62.34 $323K - $355K
5.69K $355M
1.14K
New
$238.87 - $277.57 $271K - $315K
1.14K $312M
View all

Top Sells

Reduced Positions

65 operations
Stock Shares change Price Range Shares Held Trade History
-39.8K
- 94.79%
$475.69 - $950.02 $18.9M - $37.8M
2.19K $1.98B
-20.7K
- 61.93%
$367.75 - $429.37 $7.6M - $8.87M
12.7K $5.35B
-22.1K
- 22.16%
$169.0 - $195.18 $3.73M - $4.31M
77.6K $13.3B
-19.7K
- 79.93%
$179.84 - $251.76 $3.54M - $4.95M
4.94K $953M
-29.1K
- 88.75%
$135.32 - $211.38 $3.93M - $6.15M
3.69K $665M
-1.3K
- 3.34%
$92.58 - $107.18 $121K - $140K
37.7K $3.54B
View all
Activity Summary
Buys All Purchases 104 New Holdings 15 Increased Positions 89 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email