Elm3 Financial Group, LLC ICLO Holdings History
Elm3 Financial Group, LLC's Invesco AAA CLO Floating Rate Note ETF Holding Summary
As of 2025-03-31, Elm3 Financial Group, LLC held 331,625.00 shares of Invesco AAA CLO Floating Rate Note ETF(ICLO), totaling $8.45 Mil. This investment constitutes 7.43% of their stock portfolio, and Elm3 Financial Group, LLC now holds 2.78% of the outstanding Invesco AAA CLO Floating Rate Note ETF(ICLO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.62 for 144,314.00 shares. Based on historical transaction data and ICLO's current price of $25.66, Elm3 Financial Group, LLC's estimated gain on his ICLO holdings is $-5,772.56, reflecting a -0.05% gain to date.
Elm3 Financial Group, LLC ICLO ($25.66) Holding Chart
Elm3 Financial Group, LLC ICLO ($25.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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