Keebeck Wealth Management »

Mosaic shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management investment in Mosaic

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mosaic by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $559k 16k 35.73
2023-09-30 $552k 16k 35.60
2023-06-30 $543k 16k 35.00

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Fds Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Lowe's Companies (LOW)

View all positions for Keebeck Wealth Management

Top funds holding Mosaic

Vanguard Group
Citadel Advisors
Dimensional Fund Advisors
Pacer Advisors
Amundi
Deutsche Bank Aktiengesellschaft
AQR Capital Management
Bank of New York Mellon
Norges Bank Investment Management
AustralianSuper Pty
D. E. Shaw & Co
Millennium Management
Legal & General Group
LSV Asset Management
Susquehanna International

View all funds holding Mosaic