Smart Wealth LLC LISTED FD TR Transaction History

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Number of Shares
32,601
Previous 27,274 19.53%
Holding current value
$1.17 Billion
Previous $1.01 Billion 15.75%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Apr 29, 2025
BUY
N/A
5,327 Added 19.53%
32,601 $1.17 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
2,350 Added 9.43%
27,274 $1.01 Billion
Q3 2024

Dec 13, 2024
BUY
N/A
24,924 New
24,924 $926 Million
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