Amer Fds New Perspective A shares owned by Ethos Financial Group
Quarter-by-quarter ownership of Amer Fds New Perspective A (ANWPX) shares owned by Ethos Financial Group
from 13F filings
Historical chart of Ethos Financial Group investment in Amer Fds New Perspective A
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Quarterly reported holdings in Amer Fds New Perspective A by Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $847k | 12k | 73.53 |
| 2025-06-30 | $314k | 4.5k | 69.78 |
| 2025-03-31 | $379k | 6.1k | 62.11 |
| 2024-12-31 | $379k | 6.1k | 62.11 |
| 2024-09-30 | $385k | 5.8k | 65.86 |
| 2024-06-30 | $329k | 5.3k | 62.31 |
| 2024-03-31 | $330k | 5.4k | 60.62 |
| 2023-12-31 | $228k | 4.1k | 55.95 |
| 2023-03-31 | $202k | 3.9k | 52.14 |