Mosaic Family Wealth Partners, LLC Options Holdings

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Spdr S&P 500 ETF Trust Put
PUT
$615 Million
1.1K
Q3 2024
New holding
Spdr S&P 500 ETF Trust Call
CALL
$336 Million
600
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $704 Billion
  • Prior Value $693 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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