Mosaic Family Wealth Partners, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 11,862 shares of MDYG stock, worth $941,724. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,862

Previous 7,601 56.06%

Holding current value

$941,724

Previous $667 Million 54.54%

% of portfolio

0.15%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$86.65 - $94.9 $369,215 - $404,368	4,261 Added 56.06%	11,862 $1.03 Billion
Q3 2024 Nov 13, 2024	BUY	$81.1 - $89.18 $344,350 - $378,658	4,246 Added 126.56%	7,601 $667 Million
Q2 2024 Aug 06, 2024	SELL	$81.04 - $87.08 $7,050 - $7,575	-87 Reduced 2.53%	3,355 $282 Million
Q1 2024 Jun 13, 2024	BUY	$73.37 - $87.29 $28,027 - $33,344	382 Added 12.48%	3,442 $300 Million
Q4 2023 Jan 29, 2024	SELL	$64.85 - $76.49 $89,039 - $105,020	-1,373 Reduced 30.97%	3,060 $232 Million
Q3 2023 Nov 01, 2023	SELL	$68.34 - $74.46 $15,376 - $16,753	-225 Reduced 4.83%	4,433 $306 Million
Q2 2023 Aug 08, 2023	BUY	$66.14 - $71.65 $59,724 - $64,699	903 Added 24.05%	4,658 $334 Million
Q1 2023 Apr 10, 2023	SELL	$64.78 - $71.55 $11,271 - $12,449	-174 Reduced 4.43%	3,755 $257 Million
Q4 2022 Feb 14, 2023	BUY	$61.13 - $69.88 $240,179 - $274,558	3,929 New	3,929 $257 Million

Others Institutions Holding MDYG

# of Institutions

415

Shares Held

25.2M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Mosaic Family Wealth Partners, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History