Elm3 Financial Group, LLC INVESCO ACTIVELY MANAGED EXC Transaction History

Elm3 Financial Group, LLC

  • $122 Billion
  • Q3 2025
Number of Shares
218,386
Previous 255,303 14.46%
Holding current value
$5.59 Billion
Previous $6.53 Billion 14.29%
% of portfolio
4.59%
Previous 5.43%

Shares

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

Oct 21, 2025
SELL
N/A
-36,917 Reduced 14.46%
218,386 $5.59 Billion
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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