Ethos Financial Group, LLC American Funds Balanced Fund A Transaction History

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Number of Shares
26,380
Previous 29,003 9.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
N/A
-2,623 Reduced 9.04%
26,380 $0
Q3 2025

Oct 23, 2025
BUY
N/A
3,525 Added 13.84%
29,003 $0
Q2 2025

Aug 06, 2025
BUY
N/A
5,584 Added 28.07%
25,478 $0
Q4 2024

Feb 06, 2025
BUY
N/A
1,050 Added 5.57%
19,894 $0
Q3 2024

Nov 07, 2024
BUY
N/A
1,397 Added 8.01%
18,844 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-650 Reduced 3.59%
17,447 $603,000
Q1 2024

May 08, 2024
BUY
N/A
59 Added 0.33%
18,097 $613,000
Q4 2023

Feb 07, 2024
BUY
N/A
18,038 New
18,038 $577,000
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