Ethos Financial Group, LLC Putnam Ultra Short Durat Ion Income A Transaction History

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024
Number of Shares
33,607
Previous 48,474 30.67%
Holding current value
$339,000
Previous $489,000 30.67%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Aug 12, 2024
SELL
N/A
-14,867 Reduced 30.67%
33,607 $339,000
Q1 2024

May 08, 2024
SELL
N/A
-9,920 Reduced 16.99%
48,474 $489,000
Q4 2023

Feb 07, 2024
BUY
N/A
58,394 New
58,394 $589,000
Q1 2023

Apr 20, 2023
BUY
N/A
63,379 New
63,379 $0
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