Smart Wealth LLC FIDELITY WISE ORIGIN BITCOIN Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Number of Shares
27,517
Previous 36,753 25.13%
Holding current value
$2.59 Billion
Previous $2.65 Billion 2.22%
% of portfolio
0.81%
Previous 0.95%

Shares

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

Aug 13, 2025
SELL
N/A
-9,236 Reduced 25.13%
27,517 $2.59 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
3,589 Added 10.82%
36,753 $2.65 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
9,674 Added 41.18%
33,164 $2.71 Billion
Q3 2024

Dec 13, 2024
BUY
N/A
10,417 Added 79.68%
23,490 $1.3 Billion
Q2 2024

Dec 13, 2024
BUY
N/A
3,222 Added 32.71%
13,073 $686 Million
Q1 2024

Dec 13, 2024
BUY
N/A
9,851 New
9,851 $611 Million
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