Elm3 Financial Group’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Elm3 Financial Group’s Portfolio DPG Stock Details DPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Sell
2025 Q1	$550K	Sell
2024 Q4	$630K	Buy