Smart Wealth LLC PIMCO ETF TR Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025
Number of Shares
23,101
Previous 14,984 54.17%
Holding current value
$2.34 Billion
Previous $1.52 Billion 54.16%
% of portfolio
0.88%
Previous 0.48%

Shares

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

Nov 07, 2025
BUY
N/A
8,117 Added 54.17%
23,101 $2.34 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
14,984 New
14,984 $1.52 Billion
Q4 2024

Jan 28, 2025
SELL
N/A
-296 Reduced 3.47%
8,231 $830 Million
Q3 2024

Dec 13, 2024
BUY
N/A
8,527 New
8,527 $863 Million
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