Smart Wealth LLC ELEVATION SERIES TRUST Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Number of Shares
110,918
Previous 70,236 57.92%
Holding current value
$2.94 Billion
Previous $1.77 Billion 65.68%
% of portfolio
1.11%
Previous 0.56%

Shares

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

Nov 07, 2025
BUY
N/A
40,682 Added 57.92%
110,918 $2.94 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
17,260 Added 32.58%
70,236 $1.77 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
52,976 New
52,976 $1.26 Billion
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