Smart Wealth LLC LISTED FD TR Transaction History

Smart Wealth LLC

  • $279 Billion
  • Q1 2025
Number of Shares
10,045
Previous 8,529 17.77%
Holding current value
$331 Million
Previous $292 Million 13.3%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Apr 29, 2025
BUY
N/A
1,516 Added 17.77%
10,045 $331 Million
Q4 2024

Jan 28, 2025
BUY
N/A
994 Added 13.19%
8,529 $292 Million
Q3 2024

Dec 13, 2024
BUY
N/A
7,535 New
7,535 $261 Million
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