Smart Wealth LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Number of Shares
175,006
Previous 197,656 11.46%
Holding current value
$5.78 Billion
Previous $6.3 Billion 8.24%
% of portfolio
2.18%
Previous 1.98%

Shares

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

Nov 07, 2025
SELL
N/A
-22,650 Reduced 11.46%
175,006 $5.78 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-190,278 Reduced 49.05%
197,656 $6.3 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
387,934 New
387,934 $11.7 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.

Choose your preferred platform and Sign Up 👇 Telegram Email