Ethos Financial Group, LLC Ab Global Core Equity Ad Visor Transaction History

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024
Number of Shares
59,273
Previous 44,474 33.28%
Holding current value
$997,000
Previous $739,000 34.91%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
N/A
14,799 Added 33.28%
59,273 $997,000
Q1 2024

May 08, 2024
SELL
N/A
-2,233 Reduced 4.78%
44,474 $739,000
Q4 2023

Feb 07, 2024
BUY
N/A
46,707 New
46,707 $733,000
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