Ethos Financial Group, LLC Schwab S&P 500 Index Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024
Number of Shares
27,229
Previous 25,457 6.96%
Holding current value
$0
Previous $2.15 Million 100.0%
% of portfolio
0.0%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
N/A
1,772 Added 6.96%
27,229 $0
Q2 2024

Aug 12, 2024
BUY
N/A
206 Added 0.82%
25,457 $2.15 Million
Q1 2024

May 08, 2024
BUY
N/A
1,210 Added 5.03%
25,251 $2.04 Million
Q4 2023

Feb 07, 2024
BUY
N/A
24,041 New
24,041 $1.76 Million
Q1 2023

Apr 20, 2023
BUY
N/A
22,528 New
22,528 $0
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