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

Ethos Financial Group, LLC

  • $1.1 Billion
  • Q3 2025
Number of Shares
163,185
Previous 26,469 516.51%
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
Q3 2025

Oct 23, 2025
BUY
N/A
136,716 Added 516.51%
163,185 $0
Q2 2025

Aug 06, 2025
BUY
N/A
460 Added 1.77%
26,469 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-1,220 Reduced 4.48%
26,009 $0
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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