Elm3-Financial-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
101
Total Value
113786380
Accession Number
0002011201-25-000001
Form Type
13F-HR
Manager Name
Elm3-Financial-Group
Data Enrichment
63% identified
64 identified37 unidentified

Holdings

101 positions • $113.8M total value
Manager:
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Page 6 of 6
Nuveen Preferred & Income Opportunities Fund
Shares:10.9K
Value:$86.8K
% of Portfolio:0.1% ($86.8K/$113.8M)