Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Number of Shares
70,236
Previous 52,976 32.58%
Holding current value
$1.77 Billion
Previous $1.26 Billion 41.4%
% of portfolio
0.56%
Previous 0.45%

Shares

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

Aug 13, 2025
BUY
N/A
17,260 Added 32.58%
70,236 $1.77 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
52,976 New
52,976 $1.26 Billion
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