Elm3 Financial Group, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Elm3 Financial Group, LLC

  • $120 Billion
  • Q2 2025
Number of Shares
255,303
Previous 331,625 23.01%
Holding current value
$6.53 Billion
Previous $8.45 Billion 22.8%
% of portfolio
5.43%
Previous 7.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-76,322 Reduced 23.01%
255,303 $6.53 Billion
Q1 2025

May 06, 2025
SELL
N/A
-144,314 Reduced 30.32%
331,625 $8.45 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
475,939 New
475,939 $12.2 Billion
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