Ethos Financial Group, LLC Schwab Target 2035 Transaction History

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024
Number of Shares
12,419
Previous 11,733 5.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
686 Added 5.85%
12,419 $0
Q3 2024

Nov 07, 2024
BUY
N/A
222 Added 1.93%
11,733 $0
Q2 2024

Aug 12, 2024
BUY
N/A
232 Added 2.06%
11,511 $196,000
Q1 2024

May 08, 2024
BUY
N/A
262 Added 2.38%
11,279 $189,000
Q4 2023

Feb 07, 2024
BUY
N/A
11,017 New
11,017 $175,000
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