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

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024
Number of Shares
5,280
Previous 5,444 3.01%
Holding current value
$329,000
Previous $330,000 0.3%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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