Smartleaf Asset Management LLC MANAGED PORTFOLIO SERIES Transaction History

Smartleaf Asset Management LLC

  • $1.13 Trillion
  • Q2 2025
Number of Shares
13,494
Previous 9,711 38.96%
Holding current value
$342 Million
Previous $234 Million 45.99%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
3,783 Added 38.96%
13,494 $342 Million
Q1 2025

May 14, 2025
BUY
N/A
1,611 Added 19.89%
9,711 $234 Million
Q4 2024

Feb 05, 2025
BUY
N/A
8,100 New
8,100 $207 Million
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