Ethos Financial Group »

Uam Fpa Crescent Inst Shares op end shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Uam Fpa Crescent Inst Shares op end (FPACX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Uam Fpa Crescent Inst Shares op end

Tip: Access up to 7 years of quarterly data

All positions including Uam Fpa Crescent Inst Shares op end 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 Uam Fpa Crescent Inst Shares op end by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 32k 45.33
2025-06-30 $1.4M 32k 42.95

More positions owned by Ethos Financial Group

Schwab U.S. Broad Market Etf Etf (SCHB)
Vanguard S&P 500 Etf Etf (VOO)
Relative Sentiment Tactical Allocation Etf Etf (MOOD)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Alpha Architect 13 Month Box Etf Etf (BOXX)
Schwab Us Large Cap Etf Etf (SCHX)
Vanguard Total World Stock Etf Etf (VT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr S&P 500 Etf Etf (SPY)
Invsc S P 500 Momentum Etf Etf (SPMO)
Schwab Us Large Cap Value Etf Etf (SCHV)
Ishares Tips Bond Etf Etf (TIP)
Ishares Russell 1000 Growth Etf Etf (IWF)
Select Sector Spdr Tr Etf (XLU)

View all positions for Ethos Financial Group

Top funds holding Uam Fpa Crescent Inst Shares op end

Brian C. Broderick
Hemenway Trust Company
Ethos Financial Group
Dempze Nancy E

View all funds holding Uam Fpa Crescent Inst Shares op end