Mosaic Financial Group, LLC PIMCO ETF TR Transaction History

Mosaic Financial Group, LLC

  • $123 Million
  • Q1 2025
Number of Shares
29,549
Previous 22,764 29.81%
Holding current value
$779,000
Previous $590,000 32.03%
% of portfolio
0.63%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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