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Mosaic shares owned by Cadence Wealth Management

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Cadence Wealth Management from 13F filings

Historical chart of Cadence Wealth Management investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by Cadence Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Cadence Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 15k 26.78
2024-06-30 $437k 15k 28.90

More positions owned by Cadence Wealth Management

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Silver Tr Ishares (SLV)
Spdr Gold Tr Gold Shs (GLD)
Sprott Physical Gold & Silve Tr Unit (CEF)
Select Sector Spdr Tr Energy (XLE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Meta Platforms Cl A (META)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Agnico (AEM)
Rio Tinto Sponsored Adr (RIO)

View all positions for Cadence Wealth Management

Top funds holding Mosaic

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
State Street Corporation
Capital World Investors
Invesco
Dimensional Fund Advisors
Geode Capital Management
Robeco Investment Management
D. E. Shaw & Co
Citadel Advisors
Northern Trust
Morgan Stanley
Amundi

View all funds holding Mosaic