Ethos Financial Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Amer Fds New Perspective A held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amer Fds New Perspective A by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Alpha Architect 1-3 Month Box ETF Etf (BOXX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Vanguard Total World Stock ETF Etf (VT)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Spdr S&p 500 Etf Etf (SPY)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Apple (AAPL)
Energy Select Sector SPDR ETF Etf (XLE)
iShares Russell 1000 Growth ETF Etf (IWF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)

View all positions for Ethos Financial Group

Top funds holding Amer Fds New Perspective A

Moody Lynn & Co/
Fulton Bank, NA
Ethos Financial Group
Ironwood Investment Management
Private Capital Advisors
Tucker Asset Management
Neville Rodie & Shaw
Coston, McIsaac & Partners
Eagle Bay Advisors
Alpine Bank Wealth Management
Game Plan Financial Advisors

View all funds holding Amer Fds New Perspective A