Number of Shares
432,502
Previous 442,720 2.31%
Holding current value
$8.46 Billion
Previous $8.54 Billion 0.99%
% of portfolio
3.31%
Previous 3.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 13, 2024

SELL
N/A
-10,218 Reduced 2.31%
432,502 $8.46 Billion
Q2 2024

Dec 13, 2024

BUY
N/A
32,463 Added 7.91%
442,720 $8.54 Billion
Q1 2024

Dec 13, 2024

SELL
N/A
-120,739 Reduced 22.74%
410,257 $7.95 Billion
Q4 2023

Dec 13, 2024

BUY
N/A
179,547 Added 51.09%
530,996 $10.5 Billion
Q3 2023

Dec 13, 2024

BUY
N/A
157,566 Added 81.27%
351,449 $6.87 Billion
Q2 2023

Dec 13, 2024

SELL
N/A
-86,250 Reduced 30.79%
193,883 $3.87 Billion
Q1 2023

Dec 13, 2024

BUY
N/A
177,029 Added 171.7%
280,133 $5.62 Billion
Q4 2022

Dec 13, 2024

BUY
N/A
103,104 New
103,104 $2.06 Billion
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.