Elm3 Financial Group, LLC FIDELITY COVINGTON TRUST Transaction History

Elm3 Financial Group, LLC

  • $122 Billion
  • Q3 2025
Number of Shares
11,976
Previous 10,192 17.5%
Holding current value
$361 Million
Previous $303 Million 19.21%
% of portfolio
0.3%
Previous 0.25%

Shares

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

Oct 21, 2025
BUY
N/A
1,784 Added 17.5%
11,976 $361 Million
Q2 2025

Jul 22, 2025
BUY
N/A
10,192 New
10,192 $303 Million
Track This Portfolio

Track Elm3 Financial Group, LLC Portfolio

Follow Elm3 Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm3 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm3 Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email