Elm3 Financial Group, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Elm3 Financial Group, LLC

  • $114 Billion
  • Q1 2025
Number of Shares
331,625
Previous 475,939 30.32%
Holding current value
$8.45 Billion
Previous $12.2 Billion 30.73%
% of portfolio
7.43%
Previous 10.41%

Shares

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