Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ETHOS FINANCIAL GROUP LLC 08-12-2024 06-30-2024 296 567,907,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Gartner Inc COM Liquidated $0 0 0.07 736 +Inf 03-31-2024
Invesco Pennsylvania Mun Icipal A MF 302 $330,000 32,082 0.06 0.06 0 0.00 06-30-2024
American Funds New Perspective A MF 303 $329,000 5,280 0.06 0.06 -164 -3.01 06-30-2024
Tesla Motors COM 304 $328,000 1,656 0.06 1,656 +Inf 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6