Ethos Financial Group, LLC American Funds New Perspective A Transaction History

Ethos Financial Group, LLC

  • $1.01 Billion
  • Q2 2025
Number of Shares
4,504
Previous 6,107 26.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-1,603 Reduced 26.25%
4,504 $0
Q4 2024

Feb 06, 2025
BUY
N/A
261 Added 4.46%
6,107 $0
Q3 2024

Nov 07, 2024
BUY
N/A
566 Added 10.72%
5,846 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-164 Reduced 3.01%
5,280 $329,000
Q1 2024

May 08, 2024
BUY
N/A
1,369 Added 33.6%
5,444 $330,000
Q4 2023

Feb 07, 2024
BUY
N/A
4,075 New
4,075 $228,000
Q1 2023

Apr 20, 2023
BUY
N/A
3,865 New
3,865 $0
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