Smart Wealth LLC FIRST TR EXCHNG TRADED FD Transaction History

Smart Wealth LLC

  • $328 Billion
  • Q4 2025
Number of Shares
64,065
Previous 70,896 9.64%
Holding current value
$2.66 Billion
Previous $2.88 Billion 7.5%
% of portfolio
0.81%
Previous 1.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
N/A
-6,831 Reduced 9.64%
64,065 $2.66 Billion
Q3 2025

Nov 07, 2025
SELL
N/A
-12,990 Reduced 15.49%
70,896 $2.88 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
83,886 New
83,886 $3.27 Billion
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