Ethos Financial Group, LLC - NEW PERSPECTIVE FD INC COM ownership

NEW PERSPECTIVE FD INC COM's ticker is and the CUSIP is 648018109. A total of 10 filers reported holding NEW PERSPECTIVE FD INC COM in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ethos Financial Group, LLC ownership history of NEW PERSPECTIVE FD INC COM
ValueSharesWeighting
Q2 2024$329
-0.3%
5,280
-3.0%
0.06%
-6.5%
Q1 2024$330
+44.7%
5,444
+33.6%
0.06%
+26.5%
Q4 2023$228
-99.9%
4,075
+5.4%
0.05%
-22.2%
Q1 2023$201,5353,8650.06%
Other shareholders
NEW PERSPECTIVE FD INC COM shareholders Q1 2024
NameSharesValueWeighting ↓
IRONWOOD INVESTMENT MANAGEMENT LLC 4,939$295,0000.16%
Private Capital Advisors, Inc. 8,055$481,0000.07%
MOODY LYNN & LIEBERSON, LLC 11,416$682,0000.05%
CANANDAIGUA NATIONAL CORP 4,116$246,0000.04%
Almanack Investment Partners, LLC. 6,710$401,0000.04%
GOFEN & GLOSSBERG LLC /IL/ 12,092$722,0000.02%
NORTH STAR ASSET MANAGEMENT INC 3,791$226,0000.01%
FULTON BANK, N.A. 3,647$218,0000.01%
DIVIDEND ASSETS CAPITAL, LLC 51$3,0000.00%
View complete list of NEW PERSPECTIVE FD INC COM shareholders