Smart Wealth LLC LISTED FDS TR Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025
Number of Shares
9,463
Previous 9,490 0.28%
Holding current value
$387 Million
Previous $360 Million 7.29%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Aug 13, 2025
SELL
N/A
-27 Reduced 0.28%
9,463 $387 Million
Q1 2025

Apr 29, 2025
BUY
N/A
9,490 New
9,490 $360 Million
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