Mosaic Family Wealth Partners, LLC Purchases and Sells in Q4 2024

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

Top Buys

Incresed Positions

117 operations
Stock Shares change Price Range Shares Held Trade History
6.62K
+ 2.21%
$378.79 - $428.11 $2.51M - $2.83M
307K $126B
3.63K
+ 5.36%
$221.69 - $259.02 $806K - $941K
71.5K $17.9B
1.59K
+ 1.38%
$264.18 - $304.19 $421K - $484K
117K $32.8B
DIMENSIONAL US LARGE CAP VALUE ETF
124K
+ 4.93%
N/A
2.63M $79.1B
39.8K
+ 4.82%
$30.18 - $33.87 $1.2M - $1.35M
865K $26.6B
18.1K
+ 4.4%
$54.54 - $61.04 $985K - $1.1M
429K $23.9B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
8.12K
New
$35.89 - $39.51 $292K - $321K
8.12K $295M
3.77K
New
$61.68 - $67.87 $233K - $256K
3.77K $235M
671
New
$326.96 - $377.52 $219K - $253K
671 $223M
611
New
$360.37 - $416.88 $220K - $255K
611 $222M
348
New
$571.78 - $647.97 $199K - $225K
348 $217M
ARISTA NETWORKS INC COM SHS
1.9K
New
N/A
1.9K $210M
View all

Top Sells

Reduced Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL GLOBAL REAL ESTATE ETF
-14K
- 7.69%
N/A
168K $4.29B
-194
- 0.12%
$168.32 - $181.87 $32.7K - $35.3K
163K $27.7B
-1.72K
- 4.58%
$73.36 - $89.13 $126K - $153K
35.9K $2.71B
-4.29K
- 1.23%
$40.38 - $44.35 $173K - $190K
344K $14.1B
-46
- 0.1%
$75.1 - $82.99 $3.45K - $3.82K
44.4K $3.36B
-1.79K
- 14.36%
$87.85 - $98.6 $157K - $176K
10.7K $950M
View all
Activity Summary
Buys All Purchases 130 New Holdings 13 Increased Positions 117 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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