Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Number of Shares
31,966
Previous 28,669 11.5%
Holding current value
$795 Million
Previous $709 Million 12.11%
% of portfolio
0.28%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
3,297 Added 11.5%
31,966 $795 Million
Q4 2024

Jan 28, 2025
BUY
N/A
6,258 Added 27.92%
28,669 $709 Million
Q3 2024

Dec 13, 2024
BUY
N/A
22,411 New
22,411 $568 Million
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