Ethos Financial Group, LLC Neuberger Berman Strat Incm Inst Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024
Number of Shares
62,347
Previous 61,959 0.63%
Holding current value
$0
Previous $602,000 100.0%
% of portfolio
0.0%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
N/A
388 Added 0.63%
62,347 $0
Q2 2024

Aug 12, 2024
BUY
N/A
659 Added 1.08%
61,959 $602,000
Q1 2024

May 08, 2024
SELL
N/A
-5,009 Reduced 7.55%
61,300 $600,000
Q4 2023

Feb 07, 2024
BUY
N/A
66,309 New
66,309 $652,000
Q1 2023

Apr 20, 2023
BUY
N/A
106,913 New
106,913 $0
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