Ethos Financial Group, LLC Schwab Target 2035 Transaction History

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Number of Shares
13,058
Previous 12,863 1.52%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
195 Added 1.52%
13,058 $0
Q2 2025

Aug 06, 2025
BUY
N/A
444 Added 3.58%
12,863 $0
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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