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Mosaic shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & Wealth Management investment in Mosaic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mosaic by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $429 12 35.75
2023-09-30 $426 12 35.58
2022-12-31 $2.1k 47 43.87

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Spartan Planning & 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
Marshall Wace

View all funds holding Mosaic