Smart Wealth LLC Listed Fds Tr Trueshares Struc Transaction History
Smart Wealth LLC
- $319 Billion
- Q2 2025
A detailed history of Smart Wealth LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Smart Wealth LLC holds 5,850 shares of JULZ stock, worth $227,506. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,850
Previous 8,131
28.05%
Holding current value
$227,506
Previous $326 Million
22.02%
% of portfolio
0.08%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding JULZ
# of Institutions
19Shares Held
295KCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC91.1KShares$3.54 Million0.03% of portfolio
-
Valtinson Bruner Financial Planning LLC58.6KShares$2.28 Million0.89% of portfolio
-
True Mark Investments, LLC Chicago, IL57.6KShares$2.24 Million0.54% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT14.8KShares$573,7440.18% of portfolio
-
Weaver Consulting Group14.2KShares$551,5760.19% of portfolio