Mosaic Financial Group, LLC PIMCO ETF TR Transaction History

Mosaic Financial Group, LLC

  • $131 Million
  • Q2 2025
Number of Shares
35,450
Previous 29,549 19.97%
Holding current value
$941,000
Previous $779,000 20.8%
% of portfolio
0.72%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
5,901 Added 19.97%
35,450 $941,000
Q1 2025

May 14, 2025
BUY
N/A
6,785 Added 29.81%
29,549 $779,000
Q4 2024

Feb 12, 2025
BUY
N/A
22,764 New
22,764 $590,000
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