Ethos Financial Group, LLC Schwab Target 2035 Transaction History

Ethos Financial Group, LLC

  • $568 Million
  • Q2 2024
Number of Shares
11,511
Previous 11,279 2.06%
Holding current value
$196,000
Previous $189,000 3.7%
% of portfolio
0.03%
Previous 0.04%

Shares

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