Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Number of Shares
31,304
Previous 31,966 2.07%
Holding current value
$796 Million
Previous $795 Million 0.21%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Aug 13, 2025
SELL
N/A
-662 Reduced 2.07%
31,304 $796 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,297 Added 11.5%
31,966 $795 Million
Q4 2024

Jan 28, 2025
BUY
N/A
6,258 Added 27.92%
28,669 $709 Million
Q3 2024

Dec 13, 2024
BUY
N/A
22,411 New
22,411 $568 Million
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