Mosaic Family Wealth Partners’s Inspire 500 ETF PTL Stock Holding History

Mosaic Family Wealth Partners’s Portfolio PTL Stock Details PTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$630K	Buy
2025 Q2	$548K	Buy
2025 Q1	$462K	Buy
2024 Q4	$200K	Buy