Elm3 Financial Group, LLC FIDELITY COVINGTON TRUST Transaction History

Elm3 Financial Group, LLC

  • $122 Billion
  • Q3 2025
Number of Shares
14,248
Previous 11,548 23.38%
Holding current value
$586 Million
Previous $428 Million 37.01%
% of portfolio
0.48%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
N/A
2,700 Added 23.38%
14,248 $586 Million
Q2 2025

Jul 22, 2025
BUY
N/A
4,559 Added 65.23%
11,548 $428 Million
Q1 2025

May 06, 2025
BUY
N/A
6,989 New
6,989 $220 Million
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