Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Number of Shares
138,771
Previous 87,586 58.44%
Holding current value
$3.42 Billion
Previous $2.16 Billion 58.25%
% of portfolio
1.29%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
N/A
51,185 Added 58.44%
138,771 $3.42 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
28,201 Added 47.49%
87,586 $2.16 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
6,519 Added 12.33%
59,385 $1.47 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
10,907 Added 25.99%
52,866 $1.31 Billion
Q3 2024

Dec 13, 2024
BUY
N/A
41,959 New
41,959 $1.05 Billion
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